Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the European Travel & Leisure sector. The strong US employment report, rising US yields and the coupon curve inversion along with Tesla share split plans are reviewed. To read more please subscribe.
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See AllOur investment monthly for December 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but noted the rall
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at defence companies again. The iShares ITA ETF has made new highs, while in the
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section l
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