7/11/2024 Economy & Markets Trump Victory: Key implications for investors Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".
30/09/2024 Geopolitics China policy: short-term lift or long-term change? China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities
12/09/2024 Geopolitics US election debate generates more political than policy buzz The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...
6/08/2024 Geopolitics US economy worries pummel markets Global stock markets have reversed, with Japan's benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades.
23/07/2024 Geopolitics Biden’s exit from the presidential race opens a phase of unc... The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...
5/07/2024 Economy & Markets UK election delivers no-drama outcome Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.
12/06/2024 Geopolitics EU election results and French politics The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.