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Chart Room: overpriced, oversubscribed, but not over yet
Developing world governments borrowed as much in January and February of 2024 as they did in the same period of any of the last 20 years.
Lower rates won’t ground money markets
Interest rates are expected to drop this year. But the solid and secure returns that have drawn investors to money markets will not evaporate quite as quickly.
Chart Room: Cash, the once and future king
After a flood of capital into cash investments this year a look at forward interest rates suggests cash as king could reign for a while.
Chart Room: Employee welfare is still a priority
Companies’ recent push to focus on employee wellbeing is unlikely to fade, even as an economic downturn puts pressure on business
Chart Room: Looking back on an inflationary Catch-2022
Eight charts that capture the inflationary torment of 2022 and shine a light on what’s ahead.
Chart Room: US housing dip may hit sentiment hard
US real estate was at the centre of the financial crash in 2008. The US housing sector is back in focus again as unaffordability returns to peaks from 2005-7
Chart Room: The Fed walks a quantitative tightrope
The quantitative tightening of US financial conditions will inevitably strain parts of the banking system
Chart Room: Supercharged commodities spell a regime change for investing
Demand for real assets neglected in the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will also be more pain
Chart Room: The kitchen gets hotter for China’s gadget makers
Demographics are weighing on China’s kitchen appliance segment, but competition is heating up at the higher end of the market.
Chart Room: Gimme shelter (from inflation)
Shelter inflation continues to hold the key for forecasting inflation pressure in the US.
Chart Room: Why growth still has room to grow in China equities
The valuation premium for China growth stocks versus value stocks hit a new all-time high, lifted by the consumer, tech and healthcare sectors.
Chart Room: China’s Covid rebound puts the ‘V’ in investment
Fixed asset investment (FAI) in China has recovered to its pre-Covid levels of growth, with infrastructure and property driving the nation’s broader economy.
A heavy outlook for the US Dollar
The relentless spread of Covid-19 across the US and improving risk sentiment elsewhere is crimping demand for the safe-haven reserve currency.
Chart Room: Mobility data shows most economies are rebounding slowly
Economic activity is being determined by virus response rather than slower-moving traditional industrial cycles. We need to adjust our toolkits accordingly.
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