inflation Tag

Central Banks Succumbing to Market Forces

  |   Geopolitics, Macro

Chaotic Global Macro at Centre Stage The global macro situation remains complex and chaotic filled with conflicts, cross currents, vastly diverging and often opposing interests: Russia’s unlawful war on Ukraine  China’s misguided COVID policy  Global energy and food crisis Unprecedented sovereign debt levels Derailed inflation ratesFragmentation in financial marketsIncreasing financial stability...

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3-Minute Market Take

  |   Macro, Capital Markets, Geopolitics

Stalemate Russia’s invasion of Ukraine in February took the world by surprise, and has moved investors’ attention away from COVID to almost exclusively on geopolitics and inflation.  As well as the enormous humanitarian impact and suffering caused, the war has created major global financial consequences for...

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KFP Market View in July 2021

  |   Market View, Capital Markets

GLOBAL ECONOMY Growth RATE slowdown ahead  GDP growth numbers for the quarter just ended (Q2, 2021) are likely, once the data is released, to shoot the proverbial lights out across developed markets. Annualised growth for the US is expected to exceed 10%p.a. In the meantime, we can see real time...

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KFP Market View in June 2021

  |   Market View, Capital Markets

GLOBAL ECONOMY Talking about….talking about tightening monetary policy The super-accommodative monetary policy seen in the leading developed economies over the past 15 months may have seen its low point as talk and some actual moves towards tightening start to take shape. While no major Central Bank has so...

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KFP Market View in April 2021

  |   Market View, Capital Markets

GLOBAL ECONOMY Early Warning Signals? While real time economic data continues to follow the recent growth and inflation script from previous Global Market View reports, a number of recent events in financial markets might serve as early warning signs of trouble ahead – rather as singing canaries...

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