Market Navigation Reports

Monthly multi-asset Market Navigation research reports to help investment decision
formulation, covering global markets performance and market drivers and trends

Market Drivers Report August 2025

Post-Jackson Hole, markets are pricing in a more dovish Fed in 2026, with rates seen falling below 3%

Whilst year-end 2025 US rate expectations have largely plateaued, markets are expected rates to fall to just 2.9% next year despite a backdrop of rising US inflationary pressures
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