Insights

Jamie Dimon’s ‘cockroach’ metaphor might have stolen the headlines this week, a reminder that the odd default can sometimes hint at broader credit fragility, but so ...

September ended without the drama many had feared, and October has begun on a quietly confident note. Equity markets moved higher again last week, with both the ...

Market Overview Markets seemed to lose a bit of steam last week. After a strong run through the summer, investor appetite flagged as quarter-end approached, with ...

Markets don’t often make history in September, but last week was an exception. All four of the major US benchmarks, the S&P 500, Nasdaq 100, Dow and Russell 2000 ...

Market Overview It was one of those weeks where the numbers and the markets seemed to be reading from entirely different scripts. The data darkened as weekly jobless ...

Market overview As we near the end of the second quarter, US Equities surged to fresh all-time highs, defying the usual post-conflict caution and brushing aside ...

Markets closed the month with a touch more calm, but clarity remains elusive. Once again, tariffs, courts, and selective optimism vied to claim the market narrative. ...

Is it a victory if you are fighting yourself? Despite lingering geopolitical uncertainty, global equities rallied sharply during the week on the back of a tentative ...

Recession? I recently heard a pundit describe the scope of the US economy and markets on the world stage as being reduced to ‘exceptional’ rather than ...

Markets staged a solid rebound this week, but beneath the surface, the big question remains: Is this the start of a lasting recovery, or just a pause before the next ...

Market Overview Markets caught their breath last week, helped along by a softer tone from Washington. Equities bounced back firmly, bond yields slipped, and even the ...

It has been a little over two weeks since the announcement of tariffs – dubbed Liberation Day by the White House – and global equity markets, while off their lows, ...