Summary Retail voting power set to rise Its time for retail investors to have say as enter the peak annual general meeting (AGM) season. It decides everything from board...

SURPRISE: The UK and Europe’s largest stocks are on track to grow earnings 7% in Q1. This continued resilient performance is led by rebounding profit margins, the opposite of the...

SUPPORT: Markets are braced for a stall in US inflation declines, against a nervy backdrop of a banks scare and debt ceiling showdown. Historic inflation days have seen typical 2%...

MIRACLE: Agricultural products are 30% of total commodity markets by trading activity and production volume. Soybeans and its oil and soybean meal by-products are the world’s 2nd...

Summary Short term growth pain for long term gain Stars aligning for long-awaited growth slowdown, and markets are not prepared. Three drivers are 1) now 5% Fed funds rate, 2)...

LUXURY: The sector is up 23% globally this year, neck and neck with semiconductors as the world's best performing industry. It has powered France and Italy to double digit market...

STEALTH: China’s economy is recovering, inflation is low, and stock market P/E valuations are near half of US averages. Yet China’s equity markets have not performed well this...

SHORT TERM: Price of European carbon emissions allowances has fallen with commodities in recent months. It’s now below the symbolic €100/tonne of CO2 reached for the first time in...

OUTLOOK: Markets have continued to positively surprise, and we see further gains ahead. The long-duration heavy stock market will disproportionately benefit from peaking Fed...

Takeaways from First Republic Bank and implications for the US banking system and economy SUMMARY: First Republic Bank has been taken over by JP Morgan. This may be the last of...