Small businesses in the US are becoming more cautious about the economic outlook – the National Federation of Independent Business’ (NFIB) Small Business Optimism Index fell 1.3 points to 101.8 in September.
The outperformance of US stocks relative to European counterparts has been one of the defining characteristics of equity markets in the post-crisis period. This piece highlights how two sectors—technology and financials—have played a key role in driving
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.
Key findings from the Multi-Asset Solutions Strategy Summit
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.