Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Last Christmas, the markets gave investors a fright. This year, to save us from tears, the central banks gave us something special.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
A summary of the factors driving global markets over the last quarter.