07 December 2023 AXA: Expectations of rate cuts, price cooling ‘reasonable’ Market expectations of central bank interest rate cuts in 2024 are reasonable...
07 December 2023 BlackRock defies market with interest rate forecast for 2024 BlackRock, during the presentation of its 2024 Global Outlook at its New York...
05 December 2023 Reality often outpaced fantasy in Saxo’s outlook calls Saxo Bank's annual Outrageous Predictions, a brainchild of Steen Jakobsen, CIO...
30 November 2023 Will the Magnificent 7 remain a driving force in S&P 500? Forecasting the S&P 500's trajectory, most major banks in the US, including...
27 November 2023 Housing shortage: high prices, less growth Skyrocketing mortgage rates and astronomical house prices make it almost...
20 November 2023 Inflation, AI in focus at IO Outlook Amsterdam event Investment Officer is organising an event on 30 November at the H’ART Museum in...
20 November 2023 Euphoria! Let me begin by stating my agreement that the Federal Reserve is unlikely to...
15 November 2023 Forward rates: the unchallenged prophet Predicting future interest rates is a favorite activity among economists and...
08 November 2023 Make America Great Again 2.0 In a thought-provoking piece from May 2018, I penned a commentary here titled...
30 October 2023 Where is the next Silicon Valley Bank? Interest rates are shooting up and in some cases have reached the highest levels...