3/08/2026 Fed on hold, markets in action The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
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...
22/07/2024 Signs of rotation emerge in equities Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
11/07/2024 Geopolitics A new window of vulnerability opens in the second half of th... Protectionism, sanctions, tariffs, export controls and trade wars will intensify. Investors must assess these evolving risks.
17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
6/06/2024 Economy & Markets Biden vs Trump: high stakes in US elections This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.
3/06/2024 US consumer shows confidence A latest survey reading of US consumers rose in May, after declining for three months in a row.
