GAM's Active Thinking 08 March 2024
The US is experiencing strong economic growth, abundant jobs and positive real wages. But puzzlingly, US consumer surveys reveal a deep and persistent dissatisfaction. Are we on the cusp of a self-fulfilling prophecy, or do further good times lie ahead?
This article explains the EU’s Sustainable Finance Disclosure Regulation (SFDR) in a technical and detailed format.
Latest from Charles Hepworth blog:
Jobs Report Friday in the US saw another strong reading on the face of it. Expectations were for 200k new jobs being added over the month of February, but instead we saw 275k new additions.
A more optimistic outlook on inflation from the governing council of the European Central Bank (ECB) at their latest meeting sees markets now pricing in 1% cuts by the end of this year.
Budget Day in the UK and quite literally what was expected as the last roll of the dice from an embattled Tory party to reverse their polling fortunes ahead of a soon-to-be-announced election.
The UK final Services PMI for February was marked down marginally from the previous estimate, recording a revised reading of 53.8 (versus previous estimate of 54.3).
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