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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...
This month we discuss the market reaction to perceived political pressure on the Bank of Japan. We also assess Japan’s “AI Basic Plan”; while the strategy’s effectiveness is difficult to gauge at t...
Decoupling between Canadian and US markets is changing credit dynamics. See how this affects hedging and trading strategies.
A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...
• The Middle East conflict had gradually been receding into the background but the resumption of hostilities between Washington and Tehran caught investors off guard. • The latest economic da...
A review of the week’s top global economic and capital markets news.
Now families can invest for their children from birth with new Trump Accounts, designed to support long-term investing.
The apparent breakdown of the US-Iran ceasefire is a reminder of the ongoing risk of energy supply disruptions.
Geopolitics is entering a new phase. Businesses can’t afford to look at these risks in isolation. We’ve launched our first Geopolitical Signals blog series to track what really matters as politics,...
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