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Election Day has markets watching how divided Washington will be over the coming two years. Jeff Schulze shares insights for investors based on different potential outcomes.
Explore nearly a century of U.S. election data to uncover how presidential and midterm elections affect stock market returns, volatility and stock-bond relationships. This edition of Macro Moves co...
Markets' optimism bias has been revived, with news that the Iranian government has been granted powers to negotiate with the US. The US midterms are a complication; but on the assumption that some...
Total Q3 gold demand, including OTC, was 1% lower y/y at 1,369t. On a y-t-d basis, demand of 3,881t virtually matches the 2025 record (3,884t), while value set a record of US$566bn.
The gold market is notable for both its long history and its significant scale. Gold’s role as a consumer good and an investment asset is shaped by its scarcity, the durability of its above-ground...
Assess how central banks balance resilient growth, persistent inflation and energy risks while AI investment supports demand, influences policy expectations and reshapes global markets across regions.
Lula’s re-election has unsettled Brazilian equities, but the market reaction may overstate its significance.
Chancellor John Healey delivered his Autumn Budget last week. His most pressing aim was to provide “breathing space” for households and businesses in the face of rising prices. Whether it can be su...
Weak Consumer Spending Exposes Competitive Differences
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