Tariff escalation, stagflation risk and...
US stocks dropped by more than 2% on 10 October after US President Donald Trump threatened to impose an additional…
16/10/25
Macroeconomics
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Article
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Graph
Graph of the Week –...
The US labour market has weakened: the six-month moving average of non-farm payroll job gains was less than 64,000 in…
15/10/25
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Video
Assessing the reasons for a...
What of the dilemma between stretched stock market valuations, which could be a reason to stay clear of US equities,…
14/10/25
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Article
The shutdown
Market concerns about the risk of a budget-related government shutdown in the US that punctuated the last week of September…
02/10/25
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Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25
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Graph
Graph of the Week –...
As the Sino-US trade conflict intensified after 2018, China’s trade with the G3 countries declined. However, it remains high in…
11/09/25