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Author: Areeb

Quarterly Q&A Q1 2024

Roger and Peter on stronger data, shifting inflation trends, rate policy and the path for…

Rational exuberance?

Global equities look buoyant, but AI leaders aren’t yet in a true bubble and cheap…

Liquidity and Markets

Roger Hirst and Michael Howell of CrossBorder Capital discuss how liquidity drives markets and shapes…

US Inflation Expectations Have Eased

US inflation expectations have normalised near 2%, supporting Fed rate cuts if they remain anchored

The Oil Price & Geopolitical Risk

Oil has remained range-bound despite Middle East tensions, reflecting more diversified supply and reduced global…