Weekly Market Update – Restricted...
Based on the latest opinion polls, the most likely outcome of the French election on 7 July is a hung…
26/06/24
Macroeconomics
-
Article
-
Article
Monthly Market Viewpoint – Goldilocks,...
The US economy has recently experienced the benign combination of steady growth and slowing inflation; a sort of renewed ‘Goldilocks’.…
14/06/24
-
Graph
Graph of the Week –...
The eurozone economy trailed the US during the post-Covid recovery, with US growth clearly outpacing that in the eurozone. More…
12/06/24
-
Article
Indian equity outlook remains upbeat...
Market volatility seesawed as it became clear that the ruling BJP party won the Indian elections but lost its outright…
07/06/24
-
Article
Geopolitical risk in a multipolar...
Gold is up by more than 30% since the low it made on 5 October 2023 and up by 17%…
05/06/24
-
Podcast
Talking Heads – Springtime for...
As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario…
04/06/24