The great (earnings) divide
US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far…
29/10/25
US
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Article
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Article
Happy holidays?
The fourth quarter of the year has historically seen the best performance, at least for US and emerging market equities.…
29/10/25
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Graph
Graph of the Week –...
As US trade agreements stand at mid-October, the overall average effective tariff rate1 confronting US consumers is 18.0%, according to…
23/10/25
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Article
Anxious relief over the state...
The following article was originally published on the BNP Paribas Group economic research webpage. Read the original version here. Anxious…
23/10/25
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Article
Another eventful week
While a link can be made between recent movements in financial market and trade-related politicking, credit risk suddenly rose to…
22/10/25
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Article
US sovereign debt – Yield...
We view the current strength of US GDP growth as heavily reliant on the investment boom related to AI, both…
22/10/25