Weekly Market Update – On...
Like shifting sands, fast-moving events are forcing investors to continually readjust their policy and market outlook expectations. Economic prospects for…
18/03/25
Macroeconomics
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Article
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Article
Weekly Market Update – “A...
Since the start of March, financial markets have had to deal with forces not directly linked to either domestic economic…
12/03/25
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Article
Monthly Market Viewpoint – Not...
Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7…
10/03/25
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Article
German fiscal expansion – Whatever...
On 4 March, Friedrich Merz, Germany’s chancellor-in-waiting, proposed a constitutional amendment that would pave the way for an extensive programme…
07/03/25
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Article
Weekly Market Update – Investor...
President Donald Trump’s imposition of 25% tariffs on US imports from Canada and Mexico on 4 March initially shook markets.…
07/03/25
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Article
What’s new from China’s National...
While the economic targets and policy announcements from the 5-11 March National People’s Congress (NPC) might not amount to a…
07/03/25