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 July 2023

Cooling inflation has buoyed risk appetite despite concerns that tight financial conditions could produce a double–dip

Risk appetite has remained resilient despite the steady rise in US market interest rate expectations (and real yields) in recent months. Markets were encouraged by the further signs of cooling US inflation last month.
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