8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
2/12/2024 Consumer confidence sparks Black Friday In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.
25/11/2024 Gold and geopolitics Gold prices have remained resilient this year, rising around 30% year-to-date.
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
14/11/2024 Bond yields in Trump 2.0 US bond yields and the dollar rose on expectations that new government’s policies could boost economic growth.
4/11/2024 US soft landing on track The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.