Graph of the Week –...
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25
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Weekly Market Update – Moving...
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25
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Weekly Market Update – Unpredictable...
Tracking the Trump administration’s trade policy announcements could well become complex. After the surprise one-month delay in tariffs on products…
11/02/25
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Graph of the Week –...
European companies have historically looked to China, the world’s second-largest economy and (still) boasting growth rate far above those of…
13/01/25
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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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US presidential elections 2024 -...
Donald Trump has officially been elected as the 47th president of the United States (US). Importantly for the markets, it…
06/11/24