Investment strategies for a late-cycle environment
Daily comprehensive market and economic trends through clear and compelling charts.
Start the week off right with this one-page snapshot of headlines and market performance.
What would a Conservative government mean for sterling?
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
European high yield spreads are still above their long-term tights, but that doesn’t take quality into account. Are fundamentals robust enough to justify taking more risks?
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.