financial conditions

Ten Interesting Charts This Month

At the beginning of this year, we thought that AI is still going to be the major investment theme this year – with five out of ten themes related to AI – but also highlighted that investors will become more discerning in who are able to produce adequate return on investments. Whereas both hyperscalers –ContinueContinue reading “Ten Interesting Charts This Month”

Should The Fed Cut Policy Rate If U.S. Growth Remains Strong?

Exceptional U.S. growth continues to be seen in the last quarter of 2023 and beginning of this year, with Q4/23 reading shows the U.S. economy expanding 0.8% q/q (3.2% annualized), slightly higher than the 2% trend growth observed over the past two decades, while the rest of the world lagging. The Euro Area, Canada, andContinueContinue reading “Should The Fed Cut Policy Rate If U.S. Growth Remains Strong?”