Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look at US inflation data out this week. The RBA meeting this week could see them keep rates unchanged, with Eurozone and UK GDP out this week as well. We shine our Spotlight on the US yield and coupon curves - is the next big move going to be a flattening? Our review section looks at the US employment report - is a falling jobless rate and negative NFP r

Our monthly Insights for August 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. The US war in Iran escalated in July but we hope that a ceasefire can be struck this month. AI sentiment wobbles took a toll on high flying sectors and indices, a period of stability may be welcomed by investors. In our regular features, our ESG investment column looks at Green cars. Investing for Yield looks at China exposure. Under the Bo

Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look at the upcoming US employment report and other data. We shine our Spotlight on US TIPS yields. Our review section looks at the Fed, BoE and BoJ meetings, US Q2 GDP and PCE data, Eurozone Q2 GDP and AI hedge fund events. We also look at rising US bond yields again. To read more please subscribe.