23 July 2026
Alphabet has just delivered the paradox defining this AI cycle: exceptional growth alongside a near $6 billion free cash flow deficit for the quarter.
22 July 2026
Chile’s lower house has approved President José Antonio Kast’s sweeping Law for National Reconstruction and Economic and Social Development, advancing the package to a joint congressional committee.…
Congratulations to Spain on a spectacular triumph at the 2026 FIFA World Cup, securing their second world title with a 1–0 extra-time victory over Argentina. Across eight matches in…
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This week’s focus will be on Andy Burnham’s swearing-in as UK Prime Minister (Mon), the ECB’s policy decision (Wed), and US corporate earnings from the likes of Alphabet and…
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Spain and Argentina meet in Sunday’s World Cup final. Football supporters will focus on tactics, temperament and history. Bond investors might ask a different question: which country has built…
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16 July 2026
In the first half of 2026 SK Hynix gained 280.3%, Samsung Electronics rose 160.5% and TMSC inched ‘just’ 54.3% higher. The combined weighting of these three stocks…
Macro
Economic data in the quarter provided a complicated backdrop for the Federal Reserve (Fed). US core Personal Consumption Expenditure (PCE) hit the highest level since 2023 at 3.4%,…
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10 July 2026
Earlier this week, our NFA World Cup ranked Norway as the tournament’s strongest sovereign balance sheet. On Saturday, that prediction meets England on the pitch.
The…
09 July 2026
Today we touch on our nation’s favourite conversation – the weather. While the United Kingdom, Europe and America are all experiencing record or near record temperatures there…
World Market Summary
As the World Cup commenced, markets paused for hydration in what was a very strong half (year) of performance. Both the South Korean national team and…
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