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Editor's choice
US uncertainty, German elections top global market news
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
25 February 2025
Chinese stocks surge, concerns about US inflation grow
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
20 February 2025
Who will suffer most from US tariffs? Not China or the EU!
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
17 February 2025
Gold report
Our quarterly gold report examines the performance of the asset class, macroeconomic factors, and other useful insights. Sign up to receive these insights directly in your mailbox.
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