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1) Macro & Markets: a “hawkish cut” and cautious flows Takeaway for CIOs: liquidity improved at the short end, but policy path ambiguity kept risk budgets tight. For digital-asset sleeves,...
Morgan IF • 03/11/2025
1) Markets: risk stabilizes; BTC leads, ETH lags 2) Tokenization: institutional product momentum ticks up 3) Europe: MiCA era shaping capital flows & supervision Morgan House View — implications for...
Morgan IF • 27/10/2025
UK Inflation Holds at 3.8% in September, Sterling Softens as Near-Term Rate-Cut Bets Reprice London, Oct. 22 — UK consumer prices rose 3.8% year on year in September, unchanged for...
Morgan IF • 22/10/2025