Talking Heads – Emerging markets...
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
04/04/25
Macroeconomics
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Podcast
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Article
Weekly Market Update – Hope...
In the absence of data suggesting that a significant weakening of the US economy may lie ahead, US stock markets…
27/03/25
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Graph
Graph of the Week –...
Caution prevails as on-again, off-again and on-again US import tariffs and their effects on the economy and inflation keep consumers…
20/03/25
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Article
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
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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