News & Insights
Macro Outlook
ANDPAPERS Q2 2024 | DIVERGENT PATHS: 2024 Economic Odyssey
Since the US Fed started raising rates in 2022 to tackle inflation, the US economy has demonstrated remarkable resilience. This resilience can be attributed to several factors: Consumers have benefited from tight labour markets and amassed significant cash reserves during the pandemic, reducing the necessity for borrowing Additionally, access to affordable long-term, fixed-rate loans has […]
Macro Outlook
ANDPAPERS Q1 2024 | THE YEAR OF TRANSITION
Macro Outlook
ANDPAPERS Q4 2023 | HIGHER FOR LONGER
Macro Outlook
ANDPAPERS Q2 2023 | THE BALANCING ACT
Macro Outlook, Market Updates
ANDPAPERS Q1 2023 | CENTRAL BANKS DIVERGING
Macro Outlook, Market Updates
ANDPAPERS Q4 2022 | WINTER IS COMING
Macro Outlook, Market Updates
ANDPAPERS Q3 2022 | CENTRAL BANKS TIGHTENING INTO A RECESSION
Macro Outlook, Market Updates
ANDPAPERS Q2 2022 | CENTRAL BANKS ON THE MOVE
Macro Outlook, Market Updates
AndPapers Q1 2022 | Normalisation in a post-pandemic world
Macro Outlook, Market Updates
AndPapers Q4 2021 | Return to life as we knew it?
Macro Outlook, Market Updates
AndPapers Q3 2021 | The Fed Flexes its Muscles
Macro Outlook, Market Updates