Weekly Market Update - Going...
Investors expected prior to the US election that 2025 would see a soft landing of the US economy, entailing a…
05/09/25
Front of mind
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Article
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Article
Weekly Market Update - From...
Fed Chair Jerome Powell’s speech on Friday 22 August at the Jackson Hole economic conference was supposed to be the…
27/08/25
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Article
What made Powell blink?
The following article was originally published on the BNP Paribas Group economic research webpage. Read the original version here. In…
26/08/25
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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