
Weekly Market Compass Economic data are sending mixed and confusing signals
We cover a wealth of recent data reports and explore what they could mean for the path of growth going forward.
We cover a wealth of recent data reports and explore what they could mean for the path of growth going forward.
In our regularly updated macroeconomic analysis we offer an outlook for interest rates and currencies – and look at which fixed income assets are favoured across a range of market environments.
2025 has been a roller coaster ride for markets. Comments on tariffs and on Federal Reserve Chair Jerome Powell led to a recent upswing.
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income, emerging markets, and private markets; and the potential for artificial intelligence to influence global growth.
Date: Wednesday, 4 December, 2024 10:00 GMT