Weekly Market Update – Has...
The retreat of foreign investors from US assets after April’s ‘Liberation Day’ tariff bazooka may be over already: US Treasury…
23/07/25
Front of mind
-
Article
-
Article
Weekly Market Update – The...
For all the worries about the impact of US tariffs on growth and inflation, recent data shows the US economy…
18/07/25
-
Podcast
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
-
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
-
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
-
Article
The known unknowns for fixed...
2025 has been a year of surprises with many certainties predicated at the start of the year erased by the…
04/07/25