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Market Insights Commentary:
Industry Insights
Global Investment Outlook: Markets Navigate a New Macro Regime
Interest rate Anticipation US Federal Reserve Chair Kevin Warsh reinforced the central bank's higher-for-longer policy stance by reiterating that inflation remains above target and that the Federal Reserve is committed to restoring price stability. Although inflation risks have eased in recent weeks, Warsh provided no forward guidance on a potential July rate decision, signalling that policymakers are unwilling to pre-commit to a policy path. Instead, future interest rate dec
2 days ago24 min read
Global Investment Outlook: Shifting Inflation Regimes and Evolving Market Leadership
Executive Summary Global financial markets are entering a new phase in which the key drivers of inflation are shifting rather than disappearing. While easing geopolitical tensions in the Middle East have reduced immediate concerns over energy supply disruptions and helped lower oil and natural gas prices, inflationary pressures remain persistent due to structural factors including restrictive monetary policy, fiscal expansion, and emerging climate-related supply risks. Centra
Jun 2818 min read
Market Trends
Summary of the week - 17 Oct 25
Interest rate US: The Federal Reserve cut the federal funds rate by 25bps in September 2025 to a target range of 4.00%–4.25%, marking its first rate reduction since December 2024. The decision was largely expected, though Governor Stephen Miran dissented, preferring a larger 50bps move. Updated projections signaled an additional 75bps of easing through 2026, underscoring the Fed’s gradual pivot toward policy normalization. GDP growth forecasts were upgraded modestly through 2
Summary of the week - 10 Oct 25
Interest Rates US: The Federal Reserve lowered its benchmark federal funds rate by 25 basis points to a new target range of 4.00%–4.25% following its scheduled two-day policy meeting — a widely anticipated decision. One of twelve voting members dissented, preferring a deeper 50 bps reduction, signaling that the Committee remains divided on the pace of future easing. UK: The Bank of England voted to hold the Bank Rate steady at 4%, maintaining its restrictive stance. Policymak
Summary of the week - 5 Oct 25
Interest rate US: In September 2025, the Federal Reserve reduced the federal funds rate by 25 basis points to a target range of...
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