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Mid-Year Outlook 2026

Insight

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RBI cuts rates for first time since May 2020
  • Macro

RBI cuts rates for first time since May 2020

At its meeting on 07 February, the Reserve Bank of India’s (RBI) Monetary Policy Committee (MPC) reduced the policy repo rate from 6.50% to 6.25%. Sam Jochim summarises the reasons behind the rate cut and discusses the outlook for monetary policy in India.

  • 14 février 2025
  • Read time: 3 mins
article
Well supplied oil market may signal lower prices
  • Macro

Well supplied oil market may signal lower prices

Despite elevated geopolitical tensions, the oil market is well supplied. Unsurprisingly, oil prices have remained in the lower part of the trading range that has prevailed since late 2022

  • 14 février 2025
  • Read time: 3 mins
article
US CPI data: unequivocally strong
  • Macro

US CPI data: unequivocally strong

The US consumer price index (CPI) data released on 12 February was unequivocally strong, further backing the Federal Reserve’s decision to remain on hold for the foreseeable future.

  • 13 février 2025
  • Read time: 3 mins
article
Podcast - Understanding AI disruption
  • Macro

Podcast - Understanding AI disruption

Chinese generative AI contender, DeepSeek, caused huge waves in markets across the globe at the end of January. This week with the help of Jonathan Rawicz and Henry Walters we delve into the technical details behind why this development was such a revelation, and what the longer term impacts of successful AI implementation might look like across sectors.

  • 11 février 2025
podcast
Milei restores economic orthodoxy to Argentina, but risks remain
  • Macro

Milei restores economic orthodoxy to Argentina, but risks remain

Argentina’s economy has been in the spotlight over the last year given the Milei administration’s success in controlling inflation, reducing the fiscal deficit, and attempting to deregulate the economy. In this edition of InFocus, Economist Joaquin Thul looks at the results of the first stage of the stabilisation plan and what to expect in 2025.

  • 11 février 2025
  • Read time: 10 mins
read
German election impact on the Global High Yield Market
  • A changing world
  • Fixed income

German election impact on the Global High Yield Market

On 23 February, Germany goes to the polls. How will the election impact the high yield market?

  • 10 février 2025
  • Read time: 5 mins
article
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EFG New Capital - An EFG brand

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Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
 

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Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
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