10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
22/06/2026 A new Fed era under Warsh The Fed left interest rates in the range 3.5% - 3.75%, a widely expected outcome. The decision to hold was unanimous.
15/06/2026 ECB raises rates after almost three years The ECB raised rates in June in an attempt to curb inflation, in line with our expectations.
8/06/2026 A renewed imperative for green transition The energy crisis is increasing the need for green transition investment. On 3 June, the European Commission announced additional fiscal flexibility for...
1/06/2026 Equities hit new highs on tech rally The rally of global markets from the lows of March has been mainly an IT-driven story. This has been visible in US and Asian markets.
26/05/2026 Rising yields, rising uncertainty The US 30Y yields rose to 5.19%, the highest from 2007, while the 10Y moved above 4.5%. Yields across Europe and Japan also rose.
18/05/2026 Inflation question haunts the market US input price inflation accelerated in April, coming in significantly above market expectations.
