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World News

Relief Rally Meets a Hawkish Fed Reality

US-Iran Truce Holds for Now It has been quite the week, with the market’s key narrative centred on the signing of the US-Iran peace agreement and the reopening of the Strait of Hormuz. While a move towards peace is always welcome and oil…

Why We Don’t Think the Fed Will Hike Rates

Weak Jobs Turnover Points to Slowing Wage Growth Source: Macrobond, ING Disinflation Will Increasingly Be the Theme to Watch On inflation, the Fed’s new fourth-quarter 2026 forecast for inflation of 3.3% is slightly higher than the…