The shutdown
Market concerns about the risk of a budget-related government shutdown in the US that punctuated the last week of September…
02/10/25
Macroeconomics
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Article
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Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25
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Graph
Graph of the Week –...
As the Sino-US trade conflict intensified after 2018, China’s trade with the G3 countries declined. However, it remains high in…
11/09/25
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Article
Weekly Market Update – Good...
Investors have interpreted most recent data releases as supportive of a positive outlook for the US economy, but there are…
20/08/25
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Article
Weekly Market Update – A...
Earnings updates and recent economic data have aligned to allow investors to leave for their summer holidays largely relaxed. There…
13/08/25
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Article
China – Involution, deflation and...
‘Involution’, or ‘nei-juan’ in Chinese, is the new buzzword in commentary about China’s economy1. It refers to excessive and self-defeating…
11/08/25