United States (205)

Chart of the month: The roulette of rate cuts
Markets and economics

Chart of the month: The roulette of rate cuts

What is the options market saying about the probability of the Fed not cutting rates this year?

By Christopher Jeffery

06 Mar 2024

1 min read

Mind the grey swans
Chris Franklin
Markets and economics

Mind the grey swans

Rather than worrying about unpredictable possibilities, we focus our energy on events whose...
By Chris Franklin
20 Feb 2024
5 min read
Podcast: Lunar New Year – Market Talk special
LGIM
Markets and economics

Podcast: Lunar New Year – Market Talk special

With many countries about to celebrate the Year of the Dragon, Ben Bennett explains why animal...
By LGIM
01 Feb 2024
1 min read
Asymmetry in motion
Emiel van den Heiligenberg
Markets and economics

Asymmetry in motion

Ambiguous near-term economic conditions and heightened geopolitical risk make adaptability more...
By Emiel van den Heiligenberg
01 Feb 2024
4 min read
Will the magnificent seven ride again?
Investment strategy

Will the magnificent seven ride again?

A huge proportion of US equity performance last year was driven by only seven stocks. Can this...

By Ewan BowerbankRobert White

22 Jan 2024

4 min read

US stock market dominance and reversion to the mean
Investment strategy

US stock market dominance and reversion to the mean

US equities have seen an unprecedented period of outperformance over the past decade, leading...
By Ella BennettChristopher Jeffery
18 Jan 2024
4 min read
What the hedgehog tells us about interest rate forecasts
Tim Gouveia
Markets and economics

What the hedgehog tells us about interest rate forecasts

It's a prickly subject, but history demonstrates that markets can't reliably predict what central...
By Tim Gouveia
08 Jan 2024
2 min read
Friendshoring: putting money where your mouth is
Matthew Rodger
Markets and economics

Friendshoring: putting money where your mouth is

Evidence for friendshoring is even stronger in investment flows than in goods trade.
By Matthew Rodger
03 Jan 2024
3 min read