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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08 July 2026
In the wonderfully unpredictable 2026 FIFA World Cup, bookmakers and sports bettors continue to lean heavily on historical pedigree, squad depth and public sentiment, leaving…
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7 July 2026
One of the key themes shaping current investor sentiment is the widening “productivity gap”; the disconnect between record investment in technologies such as generative and…
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06 July 2026
The week begins with a busy Monday featuring eurozone retail sales and producer price inflation (PPI) data, followed later by the US ISM Services PMI.…
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03 July 2026
Last Friday, we warned that investors were at risk of walking into a payroll trap. The June employment report has now shown why.
The headline story…