Is an end to deflation...
The latest economic data from China shows persistent deflation. Prices have now fallen for 10 consecutive quarters. Typically, declining prices…
05/11/25
Macroeconomics
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Graph
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Article
Thinking about tariffs and global...
Among the three biggest economies, the US, China and Europe, the US seems the most significant source of market volatility…
04/11/25
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Article
Code, build and repeat
Stock market returns of more than 20% are common around the world this year. In the US, the S&P 500…
31/10/25
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Article
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
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Graph
Graph of the Week –...
As US trade agreements stand at mid-October, the overall average effective tariff rate1 confronting US consumers is 18.0%, according to…
23/10/25
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Article
China’s growth slides again -...
China’s economy continued its downward trend in the third quarter with growth of just 4.8% after 5.2% in the second…
23/10/25