Publications

Investors on the defensive as war stokes inflation expectations

Energy price surge rekindles inflation fears

Geopolitical risk stages nasty comeback

Judicial rebuff

AI unhinges markets

Doubts give way to FOMO

Market on tenterhooks

Trump’s U-turns rattle markets

Markets facing headwinds

European resilient amid rising geopolitical stress

Fed recalibrates, the market rotates

Fed and BoJ: pulling in different directions