The great (earnings) divide
US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far…
29/10/25
Europe
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Article
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Article
Happy holidays?
The fourth quarter of the year has historically seen the best performance, at least for US and emerging market equities.…
29/10/25
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Article
Anxious relief over the state...
The following article was originally published on the BNP Paribas Group economic research webpage. Read the original version here. Anxious…
23/10/25
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Article
Another eventful week
While a link can be made between recent movements in financial market and trade-related politicking, credit risk suddenly rose to…
22/10/25
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Article
Eurozone rate cutting cycle nears...
With the eurozone economy growing by 0.6% quarter-on-quarter in the first quarter and by 0.1% QoQ in the second for…
22/10/25
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Politics in the driver’s seat
The US federal government shutdown, which began on 1 October, continues with little sign of any imminent settlement between Democratic…
13/10/25