Monthly Market Viewpoint – Round...
Investors could be forgiven for feeling like the ball on a roulette wheel, going round and round with the various…
06/06/25
Macroeconomics
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Article
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Article
Weekly Market Update – And...
The announcement of an increase from 25% to 50% in US tariffs on steel imports – and President Trump’s comments…
04/06/25
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Article
Weekly Market Update – Ready...
While many economists may find it reassuring that even the most advanced artificial intelligence appears unable to foresee President Trump’s…
28/05/25
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Article
Weekly Market Update - Markets...
Risk assets have bounced higher since the agreement between the US and China on 12 May to cut reciprocal tariffs…
21/05/25
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Graph
Graph of the Week –...
Given China’s central role in the long and sophisticated supply chains for US manufactured goods, prices of Chinese imports play…
14/05/25
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Article
Weekly Market Update – How’s...
In April, US economic policy moves – particularly on trade and tariffs – grabbed investor attention, with spectacular consequences for…
08/05/25