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…
Read more →
For professional clients only. The information contained within this post is not intended for retail clients.
Meta Platforms delivered strong third quarter 2026 results, with revenue rising 26%…
Read more →
22 October 2026
For professional clients only. The information contained within this post is not intended for retail clients.
The growing divide between America’s largest companies and smaller businesses reveals a…
For professional clients only. The information contained within this post is not intended for retail clients.
21 October 2026
Last week MSCI threatened to relegate Indonesian equities…
Read more →
For professional clients only. The information contained within this post is not intended for retail clients.
20 October 2026
Electronic shelf labels (ESLs) have been gaining ground…
Read more →
For professional clients only. The information contained within this post is not intended for retail clients.
19 October 2026
Later today, we will hear from the ECB’s Elderson, Panetta…
Read more →
Macro
The macro picture remains one of broad strength despite the recent surge in oil prices and diesel prices surpassing $6.50 per gallon, the highest level on record. The…
Read more →
For professional clients only. The information contained within this post is not intended for retail clients.
16 October 2026
Two weeks ago, we argued that deteriorating public…
Read more →
For professional clients only. The information contained within this post is not intended for retail clients.
Russia sees the EU as a competitor for influence and control of…
Read more →
For professional clients only. The information contained within this post is not intended for retail clients.
15 October 2026
Warnings this week have highlighted the increasingly difficult…
Read more →