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Bilboard 45
June 21, 2024
BilboardBILBoard – Summer 2024
Despite tight monetary conditions, the global economy held up remarkably well throughout the first half of 2024. From this point on, it appears to be regaining momentum and the onset of policy easing might provide an additional boost. Up to now, decent earnings growth and...
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May 24, 2024
BilboardBILBoard June 2024 – Time for equity investors to embark on a European tour?
A study has found that, this summer, Americans wishing to see Taylor Swift’s record-breaking Eras Tour might be better off coming to Europe to do so. With US inflation still uncomfortably above target and the Federal Reserve’s higher-for-even-longer stance boosting the dollar, in some...
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April 22, 2024
BilboardBILBoard May 2024 – Rate cut reality check
The past month has brought a string of stronger-than-expected data from the US, further corroborating the idea of a no-landing scenario. The labour market is robust, with 303k jobs added in March – the most in 10 months – and 8.76 million jobs still open....
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March 22, 2024
BilboardBILBoard April 2024 – Shifting sands in the investment landscape
The sands in the investment landscape have shifted in that it appears major central banks have tamed inflation without triggering a deep economic downturn. At the same time, market rate cut expectations have moderated, without disrupting markets. These developments, coupled with better-than-expected earnings results and...
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February 23, 2024
BilboardBILBoard March 2024 – Rate cut bets recede on brighter data
Spring is around the corner. The days are getting a little longer and brighter, while the cherry blossom tree in the BIL grounds is already in bloom. The latest economic data also has a Spring feeling about it. As the IMF wrote...
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