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The September Tankan reinforces the case for gradual BOJ normalisation, highlighting resilient activity, persistent labour shortages and ongoing price pass-through. Yet earnings growth, margins and...
Digital assets rallied in September despite Fed rate hike; all eight indices rose led by DeFi at 31.8%
What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.
The US employment report has a wide range of estimates around the payrolls data. This is not surprising—labor market data precision is challenged by low response rates and structural changes in the...
The Federal Reserve has announced their investigation into when it would be appropriate to lower the pace of quantitative tightening (QT).
Today's September jobs report showed 254,000 positions added, way above the 140,000 analysts had expected. Treasury yields and stocks jumped on the news as recession fears receded.
Global equity outlook: strong earnings and growth support equities despite trade tensions, bond weakness and energy-driven inflation.
GLOBALSeptember was shaped by tensions between resilient US growth and renewed monetary tightening. Stronger economic data and energy-related inflation risks pushed bond yields higher, while artifi...
Investors can find clues about the future of the AI build-out from a seemingly unrelated industry.
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