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 NASDAQ 100 relative to the S&P 500. The change in our recovery scenarios is examined as our Chief Economist, John Calverley, is more concerned about political instability and trade risk undermining equity returns. To read more please subscribe.
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See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the US banks which on balance should benefit if the yield curve continues to s
The currency market is at a key juncture. Major central banks may be near their 'peak' rate for this cycle, while the Bank of Japan has kept rates below 0% and is still offering a lot of stimulus to t
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 US coupon curve (spread of 10-yr. note yield vs. 2-yr. note yield) which h
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