Tag: Federal Reserve
AI spending surge tests the Fed’s inflation fight
AI is no longer just a productivity story, it is fast becoming a demand story with real consequences for inflation, according to new analysis...
Exante monthly report shows the how market did in June
Global equity markets ended June in a fragile stalemate, according to the latest monthly market report from Exante, as investors weighed a tentative peace...
Is private credit really another sub-prime crisis?
Fears that private credit markets are repeating the mistakes of sub-prime mortgage-backed securities (MBS) ahead of the global financial crisis (GFC) have intensified following...
EXANTE Bond market turbulence: what investors need to know
Global equity markets delivered a broadly positive performance in May, but it was bond markets that commanded the most attention, according to EXANTE's latest...
Exante: Nvidia boom meets bond market storm
In its latest weekly briefing, EXANTE flags that Nvidia has once again delivered a quarter that left little room for doubt. Revenue came in at...
EXANTE: US-China trade thaw tests Trump’s economic legacy
In this week's global macro briefing from EXANTE, two seismic developments dominated the financial landscape: Donald Trump's high-stakes visit to Beijing and the Senate's...
EXANTE: Is the chokepoint premium reshaping investor strategy?
In its latest monthly market review, Exante highlights a striking divergence across global asset classes in April, raising a pressing question for investors: are...
Exante: Iran ceasefire hopes ease markets but risks stay
In analysis originally published by EXANTE, cautious optimism is emerging across financial markets following reports that the US and Iran may be nearing a...
Exante: Markets reel as Iran conflict fuels inflation
Global equity and commodity markets have experienced significant turbulence in March 2026, according to the latest market report from Exante, as the ongoing US-Israel-led...
Energy crisis and conflict drag down global growth in 2026
What began as a promising start to 2026 has quickly unravelled. According to Prometeia's latest quarterly economic outlook, military action against Iran and mounting...










