US inflation risk may tilt...
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25
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Bubble trouble
Equity markets are rebounding from the latest AI-bubble fear sell-off. While this will almost certainly not be the last time…
03/12/25
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Behind the Fed’s ‘misery’ and...
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25
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Investment Outlook 2026 – The...
Against a backdrop of volatile geopolitics, tariffs, and policy shifts, the global economy enters 2026 with surprising resilience. Growth forecasts…
21/11/25
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An abrupt bout of volatility...
Global stocks are heading for their worst week since April as concerns over lofty valuations and whether massive investments in…
21/11/25
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Artificial intelligence: Not a bubble…...
Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of…
19/11/25