The art of going against the grain

Asia ex-Japan’s ten-year anniversary
‘Tis the season to be jolly? The retail outlook says otherwise

The economic outlook continues to weaken amid political and financial market turmoil. UK retail sales declined more than expected in September with volumes down by 1.4%, driven by rising prices and the cost of living crisis – and further exacerbated by the unplanned bank holiday heralded by the state funeral of Queen Elizabeth II. This […]
Central banks ramp up rates in shadow of recession

market snapshot
Markets take fright as Xi assumes total control

market snapshot
Inflation still stubbornly high despite central bank hikes

market snapshot
UK government woes continue to overshadow markets

market snapshot
360°, Q3 2022

Rates, recovery, recession
Expectations of Fed pivot begin to gain traction

market snapshot
Fiorino: Can Europe’s banks withstand high-pressure energy disruption?

As Europe grapples with a gas crisis caused by the war in Ukraine, investors are facing up to a fundamental truth: energy is everything. Russia’s efforts to restrict, or cut off, the flow of natural gas to Europe via the Nord Stream 1 pipeline, which runs under the Baltic Sea from Russia to Germany, has […]
Markets on edge despite Bank of England intervention

market snapshot