Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in…

Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path....

The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’...

US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price...

The rapid electrification of the car market highlights the global opportunities for the region’s technological leaders.   Technological innovation has...

The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What...

Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the...

The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week.  The...

Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict...

Perhaps the most striking (and surprising) development in the third quarter of 2023 was a significant rise in US real...