The need for stronger US...
US Treasury bonds have long provided domestic and foreign investors a modest yield that was assumed to be risk free.…
24/07/25
Macroeconomics
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Article
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Graph
Graph of the Week –...
Higher tariffs on imports into the US have not yet had much impact on domestic inflation: import price inflation excluding…
24/07/25
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Article
Weekly Market Update – Has...
The retreat of foreign investors from US assets after April’s ‘Liberation Day’ tariff bazooka may be over already: US Treasury…
23/07/25
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Article
Weekly Market Update – The...
For all the worries about the impact of US tariffs on growth and inflation, recent data shows the US economy…
18/07/25
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Article
Weekly Market Update – Drama...
Any expectations that the end of the 90-day US tariff pause on 9 July would provide final clarity on American…
09/07/25
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Article
Monthly Market Viewpoint – Accelerating...
The dominance of the technology sector in US equity market returns was a key theme in 2024 with the rise…
01/07/25