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The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.
Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is when the effective interest rate surpasses growth
Increasingly, shrinking Eurozone spreads say less about European virtues and more about anxieties in many of the world’s other bond markets.
Have small caps seen a weak decade, or were large caps simply off the charts?
Venezuela’s turmoil offers a test case of how oil and metals shocks can ripple through inflation and rates, as the energy transition rewrites old market rules.
Brazil’s central bank looks set to remain hawkish. Structural reforms following next year’s elections could help unlock the country’s potential.
The operating profits of the S&P 500 and overall economic profits are decoupling
A widening gap between official data and worker sentiment points to the power of technological anxiety.
2026 may be a good year for risky assets
Mexico in the spotlight: despite concerns ahead of last year’s U.S. elections, the peso has strengthened and local bonds have shone. What may be driving this resilience?
The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.
For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
The euro may need fresh impetus from Europe to gain further momentum
Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market
Silver hits record highs on industrial demand surge and supply squeeze
