To 30th September 2024
A lot has changed in the past six months, as markets have moved from rate hiking cycles to rate cutting cycles. The EU and UK were the first to reduce rates, with 25bps point cuts in June and August respectively. The US then shocked economists with a 50 bps ‘Jumbo cut’ in September. Despite these cuts, economies have remained resilient, and the underlying data remains strong.
You can find our review of the 6 months to 30th September 2024 here:
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