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Weekly Bulletin - 21 Jan 2025
The upside surprise to US payrolls in December of 256k new jobs implies a long wait for Fed rate cuts, but solid support for consumption.
- Jan 25
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- Vis Nayar
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2024 market outlook
2024 will be a year of multiple transitions in the global economy ...
- Jan 24
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Positioning for the end of the rate hiking cycle
The slowdown that we are seeing in the global economy suggests ...
- Jun 23
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Invested in Asia 2.0 : An era of new opportunities
From rising consumer wealth and greater manufacturing ...
- Jun 23