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Investment Weekly

Turbulent policy outlook
29 May 2026

    Chart of the week – Turbulent policy outlook

    Chart of the week – Turbulent policy outlook

    If rates are so volatile, why are broader financial markets so calm? Central bank expectations are swinging sharply in 2026, but overall asset class performance has been resilient. This week, we look at why that disconnect tells us something important about the macro regime.

    Market Spotlight

    • Floating at the frontier

    Lens on…

    • AI = Additional Inflation?
    • A tale of two markets
    • Shock absorbers

    Read the full commentary PDF, 3.45MB