Weekly Market Update - From Jackson Hole with love
Fed Chair Jerome Powell’s speech on Friday 22 August at the Jackson Hole economic conference was supposed to be the…
27/08/25
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Insights 1758
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Article
What made Powell blink?
The following article was originally published on the BNP Paribas Group economic research webpage. Read the original version here. In…
26/08/25
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Adapting to climate change What needs to be done
In a recent article, Climate Change Lead Thibaud Clisson referred to the need for the world to sharpen its focus…
21/08/25
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Weekly Market Update Good vibes
Investors have interpreted most recent data releases as supportive of a positive outlook for the US economy, but there are…
20/08/25
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Graph of the Week US small-cap stocks have picked up pace
Investor’s high hopes for US small-cap stocks after Donald Trump’s re-election as US president were initially disappointed. The belief had…
19/08/25
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Long-term asset allocation The great disruption?
How much has changed for long-term investors with Donald Trump’s re-election as US president. His administration is remaking the global…
15/08/25
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Graph of the Week Optimistic US CEOs have been raising guidance
Chief executives generally provide an update on the outlook for their company’s sales or profits during each quarter’s earnings call.…
13/08/25
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Weekly Market Update A relaxed summer holiday
Earnings updates and recent economic data have aligned to allow investors to leave for their summer holidays largely relaxed. There…
13/08/25
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Euro high-yield shows resilience despite uncertainties
Euro high-yield bonds have continued to perform well with relatively low volatility, showing resilience in the face of considerable uncertainty.…
12/08/25
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China Involution, deflation and structural reform
‘Involution’, or ‘nei-juan’ in Chinese, is the new buzzword in commentary about China’s economy1. It refers to excessive and self-defeating…
11/08/25