14 August 2018
The economic picture in the US has changed relatively little: solid above-trend growth driven by consumption (boosted by labour market […]
03 August 2018
We track the increase in international tension over US trade policy and the EU and Chinese responses and explain the […]
23 July 2018
Summer is here and the time is right for catching up on the reading of all those books you’ve heard […]
20 July 2018
Investor concerns have rattled Chinese shares, but is the slump an entry point or does it mark the start of […]
18 July 2018
After the equity rally early this year, followed by a historic shock to implied volatility in US stocks, and then […]
15 July 2018
Will Trump’s being tough on trade tariffs really put ‘America First’? / Asian markets other than China are likely to […]
15 July 2018
Emerging market assets and developed market credit take a knock / High-yield and investment-grade credit should recover / US dollar […]
13 July 2018
The current phase of expansion in the US economy has just entered into its 10th year. Is this a time to […]
10 July 2018
The tail risk of a Sino-US trade war is getting fatter. Both Chinese President Xi Jinping and US President Donald Trump […]
09 July 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for June 2018: If you are […]
07 July 2018
The financial sector had been assumed to be one of the equity sectors that would outperform the broad S&P 500 […]
03 July 2018
Following a volatile last few months, we foresee a pause and potentially a reversal in some of the prominent trends. […]
29 June 2018
The way financial markets have moved over the past three months is a good example of the new and more […]
14 June 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for May 2018: If you are […]
07 June 2018
A month and a half ago, we discussed how the Goldilocks narrative, which appears to have been the dominant investment […]
31 May 2018
Over the last week, volatility has risen sharply in the eurozone in reaction to events in Italian politics. On 21 […]
26 May 2018
Crude oil prices have rallied by close to 20% this year, marking the biggest gain within the commodities asset class […]
07 May 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for April 2018: If you are […]
