A brief reprieve
Investors had a brief reprieve from geopolitical surprises at the end of December, but 2026 started with a bang as…
08/01/26
Front of mind
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Currently, the US job market...
While the latest data on job creation in the US may not be as weak as it appears at first…
19/12/25
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Article
While the Fed cuts and...
While the US Federal Reserve lowered its key policy rate, the European Central Bank remains on hold. The jury is…
17/12/25
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Article
The interest rate path
The US Federal Reserve cut the benchmark fed funds rate by 25bp, as expected, at its recent policy meeting. But…
12/12/25
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Rising AI capital spending will...
Stock market worries over an AI-related bubble have waned recently, leaving the tech-heavy US NASDAQ 100 index less than 2%…
12/12/25
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US inflation risk may tilt...
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25