Which way will the wind...
After a first half fraught with many challenges, what will steady investor nerves, if anything? Will the resilience of the…
04/08/25
Macroeconomics
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Video
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Article
Weekly Market Update – It...
On Sunday 27 July came the news a trade deal had been struck between the US and the EU with…
31/07/25
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Article
Through the rapids
Markets have faced no shortage of challenges over the last quarter, most notably the threat of US import tariffs after…
30/07/25
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Article
The need for stronger US...
US Treasury bonds have long provided domestic and foreign investors a modest yield that was assumed to be risk free.…
24/07/25
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Graph
Graph of the Week –...
Higher tariffs on imports into the US have not yet had much impact on domestic inflation: import price inflation excluding…
24/07/25
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Article
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