Talking Heads – Any viable...
With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve,…
16/07/25
Front of mind
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Podcast
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Graph
Graph of the Week –...
As companies start reporting on second-quarter earnings, market expectations range widely. For the tech-heavy US NASDAQ 100 index, earnings are…
14/07/25
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Article
Weekly Market Update – Drama...
Any expectations that the end of the 90-day US tariff pause on 9 July would provide final clarity on American…
09/07/25
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Article
Weekly Market Update – The...
Despite conflict in the Middle East and risks of trade wars, yields of US Treasuries have risen while the US…
02/07/25
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Article
Weekly Market Update – Beyond...
Geopolitics have been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in…
25/06/25
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Article
What does the Sino-US trade...
China and the US have reached a preliminary agreement on a trade negotiation framework that looks more likely to be…
24/06/25