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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...
US equities broaden beyond Tech as AI volatility rises. Russell indices show rotation to small caps and value stocks.
What Happened?
Last Monday was Presidents’ Day in the US, while much of Asia was closed for the week celebrating the Lunar New Year (Year of the Fire Horse), and in Europe, school half-term holidays further lower...
Timely insights from inside Washington.
Economic momentum softened into year-end in the US, UK data supports a March rate cut, and Japan’s macro signals strengthen, pointing to uneven global growth ahead.
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
Ongoing reforms in Japan and South Korea could turn governance into a durable competitive advantage and catalyst for a re-rating of these markets.
Canada’s investment landscape is often defined by the S&P/TSX 60, the benchmark that comprises the nation’s largest companies. These larger-cap companies—predominantly Financials and Energy firms—t...
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