Swings and Roundabouts
May 10, 2024
Markets have had an unsettling spring. First, bad news last month on US inflation for Q1 dashed hopes of an early interest rate cut. Equities and bonds dropped as the data came in.
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Quarterly Letter – Q1 2024: U.S. Still Outpacing the Rest?
As 2024 got underway, the US continued to be the brightest spot for growth in the global economy. But that was coupled with a worrying pick up in underlying inflation. The path to monetary easing in America no longer looks so clear cut. Financial markets that boomed in Q1 are now less confident.
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