Pakistan Economy - PKR Down 20% Against US$ in 2023; Average Inflation of 31% but Likely to Fall
Pak Rupee (PKR) has been under pressure since last 7-Years. In 2023 PKR fell 20% against US$ in spite of some recovery in last few months. This...
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Part Five: The German Vulnerability
The fact that the UK yield curve has flattened more than Germany's is puzzling. This could indicate that the UK economy is on the brink of a deep...
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Pakistan Strategy - Equites Outperformed Other Asset Classes in 2023
After lagging behind for last few years, Pakistan Equities outperformed major asset classes in 2023. The benchmark KSE 100 Index provided a gain...
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Major Forecasts: Not Keeping at It Until the Job Is Done
With the Fed having pivoted, we now see rate cuts starting in March. But easing too soon also means inflation will resurge and put an early stop to...
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EUR Rates: There and Back Again
Rates continue lower. More and earlier rate cuts are priced in as inflation loses momentum and downside risks to the economy increase.
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