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There are commodities that markets have mispriced for years, and then there…
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For professional clients only. The information contained within this post is not intended for retail clients.
For decades, global fixed income investors have relied on sovereign credit ratings…
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For professional clients only. The information contained within this post is not intended for retail clients.
2 November 2026
This week the US midterm elections, employment data,…
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For professional clients only. The information contained within this post is not intended for retail clients.
The Autumn Budget, as expected, did not include any great tax shocks,…
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For professional clients only. The information contained within this post is not intended for retail clients.
30 October 2026
Market sell-offs arrive with a local explanation. Brazil’s…
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For professional clients only. The information contained within this post is not intended for retail clients.
29 October 2026
Adyen’s 13% share price decline highlights a growing disconnect between…
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28 October 2026
Longtime political strategist James Carville once said that if reincarnation…
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The Budget will be on Wednesday 28th October. The Chancellor will deliver it in…
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26 October 2026
This week brings a busy calendar of central-bank…
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For professional clients only. The information contained within this post is not intended for retail clients.
Last week, we argued that the private economy’s response to expensive credit…
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