New The sunnier uplands of October
We expect the markets fever to break in October as multiple macro 'wall of worry' pressures start to ease and seasonality turns positive.
New The boom in US cross-border listings
There is a booming trend to IPO outside of your home market, focused on the US. But this can be a mixed blessing.
New What the bond ‘bear steepening’ tells us
The US 10-year bond yield has risen above 4.5%, to its highest since 2007, and piled pressure on stocks.
New The Fed ‘put’ is coming back
The ability of central banks to respond to any sharp economic slowdown, and stock market weakness, by cutting interest rates is rising.
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