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From Doves to Hawks: Central Banks adopt a hawkish stance amid Global Turmoil
Central banks paused rate cuts as geopolitical tensions and rising energy prices reignite inflation concerns. Markets are adjusting to a higher-for-longer environment, with implications across bonds, equities, currencies and commodities.
Tanooj Gopeechand
2 days ago3 min read
A Positive Month Masking Deepening Market Dispersion. Monthly Market Outlook – February Review
February’s markets appeared strong on the surface, yet beneath the headline returns a growing divergence between regions, sectors and investment styles is reshaping the investment landscape.
Girish Appadu
Mar 103 min read
Trump Targets Iran Ties with Immediate 25% Tariff
President Trump’s surprise 25% tariff on countries trading with Iran puts trade policy back at the centre of market risk. Ambiguity, legal challenges, and shifting competitiveness are now driving investment outcomes more than headlines.
Girish Appadu
Jan 133 min read
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