One less uncertainty for investors...
When, on 5 November, the previous – 35-day – record for a US government shutdown during Donald Trump’s first term…
13/11/25
Front of mind
-
Article
-
Graph
Is an end to deflation...
The latest economic data from China shows persistent deflation. Prices have now fallen for 10 consecutive quarters. Typically, declining prices…
05/11/25
-
Article
Thinking about tariffs and global...
Among the three biggest economies, the US, China and Europe, the US seems the most significant source of market volatility…
04/11/25
-
Graph
Graph of the Week –...
The latest earnings reporting season has started out well, with a particularly high number of US companies raising their guidance…
30/10/25
-
Article
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
-
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