For professional clients only. The information contained within this post is not intended for retail clients.
02 October 2026
The year began with a plausible assumption: if Washington wanted lower interest…
01 October 2026
When investors search for the next source of financial instability, attention naturally gravitates towards the obvious catalysts: a sovereign default, a major corporate failure or…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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