Assessing the reasons for a...
What of the dilemma between stretched stock market valuations, which could be a reason to stay clear of US equities,…
14/10/25
Macroeconomics
-
Video
-
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
-
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
-
Graph
Graph of the Week –...
As the Sino-US trade conflict intensified after 2018, China’s trade with the G3 countries declined. However, it remains high in…
11/09/25
-
Article
Weekly Market Update – A...
Earnings updates and recent economic data have aligned to allow investors to leave for their summer holidays largely relaxed. There…
13/08/25
-
Article
China – Involution, deflation and...
‘Involution’, or ‘nei-juan’ in Chinese, is the new buzzword in commentary about China’s economy1. It refers to excessive and self-defeating…
11/08/25