For professional clients only. The information contained within this post is not intended for retail clients.
30 September 2026
It is worth highlighting a recent interesting article…
Read more →
For professional clients only. The information contained within this post is not intended for retail clients.
29 September 2026
For decades, the global supply chain for rare…
Read more →
For professional clients only. The information contained within this post is not intended for retail clients.
World equity and bond markets have been very volatile this year based…
Read more →
28 September 2026
This week kicked off with China’s industrial profits rising 15.7%yoy in the first eight months of the year to CNY5.27 trillion, although the pace of…
Read more →
25 September 2026
Last week’s “Unpleasant Arithmetic” examined a difficult relationship. Higher interest rates help control inflation but increase government borrowing costs. Unless fiscal policy adjusts, a larger…
Read more →
24 September 2026
The OECD’s latest Interim Economic Outlook presents a global economy that has proved more resilient than expected, but where growth is increasingly supported by a…
Read more →
23 September 2026
Space infrastructure is becoming an increasingly important, but largely overlooked, component of the global economy. As satellite constellations expand and orbital space becomes more congested,…
Read more →
22 September 2026
Australia has provided a timely reminder of the demographic challenge facing much of the developed world. Its 2026 Intergenerational Report projects that, for the first…
Read more →
21 September 2026
This week’s focus will be on preliminary PMIs on Wednesday, the Trump–Xi meeting on Thursday, and a busy schedule of central bank speakers.
Today…
Read more →
18 September 2026
The Federal Reserve has started raising interest rates again. Inflation remains too high and domestic spending resilient. But there is something unusual about this tightening…
Read more →