
Improving growth forecasts matter for markets
On Thursday, markets received preliminary Purchasing Managers’ Index (PMI) figures for August. As a reminder, PMIs are timely indicators of trends in manufacturing and services, with a number above 50 signalling an expansion and below 50 a contraction.
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Insights

Improving growth forecasts matter for markets

Allianz’s blockbuster RT1 underpinned by insurance fundamentals

Aggressive high yield deals call for heightened vigilance

BoE: A historic vote and a hawkish cut

US labour market data busts benign macro narrative

UK banks shrug off tariffs and fiscal concerns with higher margins

US corporate hybrids gain momentum after ratings shift

US-EU deal welcome news in markets with little room for error
