Graph of the Week –...
Core inflation in the US rose by 0.45% month-on-month in January (above the 0.3% consensus forecast), pushing the year-on-year rate…
14/02/25
US
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Graph
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Podcast
Talking Heads – Watch out,...
Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small…
04/02/25
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Article
The positive trends behind a...
2024 was a record year for the UCITS exchange-traded funds (ETF) market, with inflows exceeding EUR 250 billion – 60%…
30/01/25
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Article
Artificial intelligence – Still positive...
In the week ending 24 January, a previously unknown Chinese start-up presented an artificial intelligence large language model (LLM) apparently…
29/01/25
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Article
US Mortgages – Update on...
The U.S. Department of the Treasury and the Federal Housing Finance Agency’s January 2nd press release about adjustments to the…
27/01/25
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Podcast
Talking Heads – Where to...
This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions…
22/01/25