Weekly Market Update – Election...
Politics have been the focus of investor attention over the last week at the expense of economic data. The latest…
01/07/24
Macroeconomics
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Article
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Article
Weekly Market Update – Restricted...
Based on the latest opinion polls, the most likely outcome of the French election on 7 July is a hung…
26/06/24
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Article
Monthly Market Viewpoint – Goldilocks,...
The US economy has recently experienced the benign combination of steady growth and slowing inflation; a sort of renewed ‘Goldilocks’.…
14/06/24
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Graph
Graph of the Week –...
The eurozone economy trailed the US during the post-Covid recovery, with US growth clearly outpacing that in the eurozone. More…
12/06/24
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Article
Indian equity outlook remains upbeat...
Market volatility seesawed as it became clear that the ruling BJP party won the Indian elections but lost its outright…
07/06/24
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Article
Geopolitical risk in a multipolar...
Gold is up by more than 30% since the low it made on 5 October 2023 and up by 17%…
05/06/24