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Our CROCI analysis highlights the importance of valuation assumptions
Technology does not simply destroy work. Early indications are that US labor demand is shifting toward jobs where productivity—and automation—advance more slowly.
The real yen is trading close to historic lows. The reason lies less in interest-rate differentials than in three decades of persistent capital outflows.
France’s politics may be febrile, but manufacturing costs suggest that Macron will leave the country more competitive than he found it.
AI is driving earnings and markets. But after the rally, the risk-reward balance is becoming more demanding
Past El Niño episodes show agricultural prices can react late and unevenly. Nevertheless, the current risks need to be taken seriously.
Why UK yields are now driven more by global rates than domestic politics
Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.
Normalization in leisure & hospitality – a signal for the broader U.S. labor market?
Not so long ago, Eurozone inflation was almost too dull to mention. Nowadays, the opposite risk looms: rising factory-price expectations deserve attention – but not panic.
U.S. productivity is improving. In aggregate economic data, however, the AI dividend remains easier to imagine than to measure.
Rising energy prices weigh on growth and inflation, while AI-driven investment continues to support selected segments and drive increasing divergence across markets.
Substantial upward revisions in capex reflect the AI infrastructure boom – early signs of increasing monetization are becoming visible
Europe’s volatile jet-fuel buffers are less a story about aviation and more a warning of how a prolonged Hormuz shock could expose wider supply-chain fragilities.
Markets are pricing more near-term inflation risk, but longer-term expectations remain comparatively calm.
