Click Here to Read the Full Version Happy New Year to all our readers. The weekend’s events not withstanding, risk assets enter 2026 with confidence and momentum, not blind optimism.…
Click Here to Read the Full Version Markets will close the year having delivered respectable returns. Financial growth supports savings and investment, and it provides a degree of stability. But…
Click Here to Read the Full Version The sharp rise in US and Japanese bond yields last week is another sign of tougher times ahead for bond markets. The week…
Click Here to Read the Full Version When discussing US GDP growth, recent commentary has focused heavily on capital investment. The AI boom has driven a sharp rise in corporate…
Click Here to Read the Full Version Equity markets plunged 2-3% last week as investors resorted to profit-taking. US large-cap technology and growth names, which have had a strong run…
Click Here to Read the Full Version UK: Fiscal Credibility Under Strain Political pressure has intensified in the UK, and markets are reacting. In these times when central banks across…
Click Here to Read the Full Version Global Growth on Track… In the absence of hard US economic data, conviction about global economic growth remains elusive. Yet, as we noted…
Click Here to Read the Full Version Last week, the geopolitical spotlight shifted decisively towards Asia, where President Trump’s political travails have proved to be challenging. Tariffs and counter tariffs…
