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Europe has entered a moment in which sovereignty is no longer a lofty political ideal but a pressing strategic imperative. Europe’s energy transition has evolved from primarily an environmental age...
For markets, the swing factor in “Operation Epic Fury” is whether escalation stays military-to-military or migrates into significant and prolonged energy + logistics disruption, according to Temple...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Kevin Warsh’s nomination point to a structurally more hawkish and institutionally conservative direction for US monetary policy.
Over the weekend, the US and Israel launched a volley of strikes on Iran, targeting its senior leadership nexus and key military infrastructure. Media reports have confirmed the death of Supreme Le...
Markets face a significant – but not yet destabilising – shock after the US and Israel launched strikes against Iranian military targets. The immediate implication is a repricing of tail risks.
Both the equity and bond markets seem to be pricing in a limited conflict following the strike on Iran by the US and Israel. However, it would be unwise to discount the potential for further volati...
International value stocks outpaced US equities in 2025. See the five catalysts fueling the shift—and why investors still have time to act.
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