Graph of the week –...
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25
Front of mind
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Graph
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Article
The shutdown
Market concerns about the risk of a budget-related government shutdown in the US that punctuated the last week of September…
02/10/25
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Graph of the Week –...
Earnings growth rates for European equities have suffered in the year to date from low oil prices and the impact…
26/09/25
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Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25
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Article
Weekly Market Update – The...
After the European Central Bank signalled that its policy rates would not fall further, the US Federal Reserve restarted its…
19/09/25
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Graph
Graph of the Week –...
The Federal Reserve’s dual policy mandate, requiring the US central bank to ensure both stable prices and maximum employment, raises…
18/09/25