Month: October 2024

Viewpoint

Global Matters Quarterly Viewpoint – September 2024

The key moment in the global monetary policy cycle finally arrived in September, the US Federal Reserve (Fed) delivering its first interest rate cut of this cycle, the only surprise element being its size at 50bps. Other major central banks, including the European Central Bank (ECB) and Bank of England,

Weekly Digest

Weekly Review – China’s economic stimulus – Hope on the horizon?

The chart above shows the recent performance of Chinese equities, proxied here by the country’s blue-chip CSI 300 index of Shanghai and Shenzen- listed companies, following the announcement of monetary stimulus from the