Weekly Market Update – Resolutions...
For investors expecting a ‘Dry January’ – one when they didn’t have to listen to central bankers’ comments for a…
14/01/25
US
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Article
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Article
Equity Outlook - Defying gravity
The US economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive…
14/01/25
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Graph
Graph of the Week –...
The rebound in 10-year US Treasury yields that began in early December amid market worries over the course of US…
10/01/25
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Podcast
Talking Heads – Where might...
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face?…
07/01/25
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Graph
Graph of the Week –...
When it comes to equities, it’s (mostly) all about earnings, earnings, earnings. For several markets, little has changed in…
19/12/24
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Article
Weekly Market Update – The...
Markets are oscillating between a ‘soft landing’ and a ‘no landing’ outlook for the US economy, but recent equity returns…
18/12/24