An abrupt bout of volatility...
Global stocks are heading for their worst week since April as concerns over lofty valuations and whether massive investments in…
21/11/25
Macroeconomics
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Article
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Article
Macroeconomic outlook: Surprisingly resilient
The global economy has proved surprisingly resilient in 2025. In the immediate aftermath of Liberation Day, the IMF forecast that…
14/11/25
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Graph
Looking for clues on the...
The shutdown of the US federal government, which ended this week, has left markets without official unemployment data for September…
14/11/25
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Graph
Is an end to deflation...
The latest economic data from China shows persistent deflation. Prices have now fallen for 10 consecutive quarters. Typically, declining prices…
05/11/25
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Article
Thinking about tariffs and global...
Among the three biggest economies, the US, China and Europe, the US seems the most significant source of market volatility…
04/11/25
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Article
The great (earnings) divide
US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far…
29/10/25