GSEU News and Press, Goldman Sachs ActiveBeta Europe Equity From 03/13/24

2024-03-13 12:30:00 ET Summary The Bank of Canada is reluctant to be a first mover on rate cuts and remains anxious about inflation, despite a loosening labor market. ECB President Christine Lagarde said the bank is making good progress toward its inflation target and is feeling m...

2024-03-13 07:30:00 ET Summary The Dollar Index had begun with week with a six-day fall in tow. Despite promising reports on wage negotiations in Japan, the yen is softer for the second session. Asia Pacific equities were mixed today - Japan, Hong Kong, China, and Indian marke...

2024-03-12 10:12:00 ET Summary As inflation continues to ease across the developed world, markets are eager for the rate-cutting cycle to begin. The US economy - particularly labor markets - remains strong, prompting concerns that US inflation won’t fall as fast as expected...

2024-03-09 10:20:00 ET Summary There was still a better than 90% chance that the Federal Reserve delivers its first rate cut in June. In the coming days, we expect a firm headline CPI reading and strong bounce in retail sales helped by autos and gasoline. We think the most lik...

2024-03-07 12:10:00 ET Summary ECB President Christine Lagarde slightly opened the door to rate cuts at the June meeting. However, with inflation gradually coming down but not undershooting the target and growth returning to potential later this year, the central bank's macro outl...

2024-03-07 08:15:00 ET Summary The British nation will eventually rejoin the EU, but there will be much more pain to be suffered before that happens. Many Brits loathed the large intake of foreigners in the years leading up to the referendum in 2016 and saw Brexit as an opportunit...

2024-03-06 20:20:00 ET Summary In 2024, like in recent years, the Federal Reserve policy rate trajectory remains top of mind for investors. While we have already seen a few emerging market central banks start to reduce interest rates, many of the developed markets have only just f...

2024-03-06 06:30:00 ET Summary China's National People's Congress convened this week and set a growth target of 5%. There are rumors that the US Federal Reserve’s March dot plot will show expectations for an average of only two rate cuts in 2024. Bank of Japan (BOJ) off...

2024-02-24 08:05:00 ET Summary With the help of economic data and comments by Fed officials, the market, as it did a few times last year, has converged to the Federal Reserve. The CSI 300 rose every day last week, as the mainland markets re-opened from the extended holiday. An...

2024-02-24 02:35:00 ET Summary February's flash PMI surveys brought mixed news on inflation, with European prices looking stickier than in the US. The UK was also notable in seeing a greater incidence of supply chain delays, linked in part to Red Sea shipping disruptions, which is...