Week December 15–19 In a relatively calm week, employment and consumption indicators provided key signals across major economies. Central bank decisions continue […]
Insights AWM
We share market analysis, economic outlooks, and insights on relevant financial topics prepared by our Investment Committee. This material is intended for informational purposes only and does not represent the views of any individual advisor.
Global Economic Outlook: Mixed Signals
Fed splits opinions and key data ahead
Week December 8–12 Markets reacted to the Federal Reserve’s latest rate cut amid a set of mixed signals on inflation, production, […]
Fed: Mixed Signals After the Latest Rate Cut
The Federal Reserve delivered its third consecutive rate cut, lowering the federal funds rate to a range of 3.50%–3.75%. While […]
Mixed signals: weak manufacturing, moderating labor data, and rising expectations of rate cuts
Week: December 1–5 Markets ended the week focused on the persistent weakness in global manufacturing activity and the continued loss of […]
Is the Santa Claus Rally real?
A seasonal rally or just a myth? The “Santa Claus Rally” describes a historical pattern: markets tend to rise during […]
Stablecoins: Innovation or silent threat to money?
Stablecoins pose a structural challenge to global monetary policy, potentially driving persistent inflation above central bank targets. Central banks don’t […]
