Weekly Market Update – US...
US Treasury bond yields have risen significantly, reflecting both the continued resilience of the US economy and the prospect of…
29/10/24
Europe
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Article
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Graph
Graph of the Week -...
What shape is the French economy in? Economic data suggests the second largest economy in the eurozone after Germany’s may…
25/10/24
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Article
Weekly Market Update – Cautious...
Last month’s first-in-the-cycle US rate cut has not shifted the focus of investors and economists. On the contrary, every word…
22/10/24
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Article
Weekly Market Update – US...
The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would…
15/10/24
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Podcast
Talking Heads – European small...
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large…
02/10/24
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Graph
Graph of the Week –...
What lessons can we draw from the past about how different asset classes perform during a Fed rate cutting cycle?…
27/09/24