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Policy divergences on display
Policy decisions by global central banks are getting more nuanced, with the ECB staying on its rate cut path, the Fed in a wait-and-see mode, and the BoJ being the only major outlier
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US inflation less than expected
Confidence rose in May, but it is still below the levels seen at the beginning of the year.
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Geopolitics fuels a surge in oil
Oil prices have risen on concerns over supply disruptions following the conflict, with some ripple effects in equities.
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NATO pledges for more defence outlay
The new world order, intensified by threats like the Russia-Ukraine war, is driving calls for higher defence spending.
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Independence Day’s big tax bill
The bill will increase the federal deficit and push debt to around 135% of GDP by 2035 (Moody's estimate).
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US tariffs delayed to August
While tariff implementation has been postponed, policymakers and central banks await clarity on the impact on the economy.
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China’s growth set to hit target in 2025
Despite the ongoing trade war with the United States, China’s growth remained resilient thanks to trade diversification* into non-US markets.
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Bond yields rise again as sticky inflation and fiscal strain lift long-dated rates for investors
Rising bond yields across maturities reflect sticky inflation, higher funding needs and firmer growth. A diversified, flexible allocation can help investors capture income while navigating volatility.
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ECB policy rates rise amid inflation risks
The ECB lifted rates to 2.50%, reaffirming a data-dependent stance. ECB policy rates now face upside inflation risks, firmer energy prices and ongoing pressure on bond yields across major markets.
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Central banks tighten amid resilient growth, rising inflation and renewed bond-market pressure
Capture the shift in Fed policy rates as the Fed lifts rates for the first time since 2023, with BoJ tightening again, the BoE on hold and resilient US spending underpinning markets and credit.