Graph of the Week –...
European companies have historically looked to China, the world’s second-largest economy and (still) boasting growth rate far above those of…
13/01/25
Front of mind
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Graph
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Graph
Graph of the Week –...
The rebound in 10-year US Treasury yields that began in early December amid market worries over the course of US…
10/01/25
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Article
Weekly Market Update – Coal...
Investors may have been disappointed by the performance of equity markets at the end of December, but in our view…
07/01/25
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Graph
Graph of the Week –...
When it comes to equities, it’s (mostly) all about earnings, earnings, earnings. For several markets, little has changed in…
19/12/24
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Article
Weekly Market Update – The...
Markets are oscillating between a ‘soft landing’ and a ‘no landing’ outlook for the US economy, but recent equity returns…
18/12/24
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Graph
Graph of the Week –...
As widely expected, the ECB cut its key policy rates by 25bp on 12 December, lowering the deposit rate to…
16/12/24