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
US
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Article
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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
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Article
Tariff escalation, stagflation risk and...
US stocks dropped by more than 2% on 10 October after US President Donald Trump threatened to impose an additional…
16/10/25
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Graph of the Week –...
The US labour market has weakened: the six-month moving average of non-farm payroll job gains was less than 64,000 in…
15/10/25
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Article
Politics in the driver’s seat
The US federal government shutdown, which began on 1 October, continues with little sign of any imminent settlement between Democratic…
13/10/25
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Article
US small-cap stocks – An...
Hopes for US small-capitalisation shares were high after last November’s re-election of Donald Trump. Investors looked for a repeat of…
08/10/25