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Articles

Results: 47 Matches

Jan 16, 2026 Chart of the week

U.S. small caps: Ready for a comeback?

Have small caps seen a weak decade, or were large caps simply off the charts?

Equities
Jan 09, 2026 Chart of the week

Regime change of a different kind

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.

Politics, Energy, Raw materials, Interest rates, Commodities
Dec 19, 2025 Chart of the week

High rates, high stakes

Brazil’s central bank looks set to remain hawkish. Structural reforms following next year’s elections could help unlock the country’s potential.

Elections, Central banks
Dec 12, 2025 Chart of the week

The worrying 'K' on the U.S. stock market

The operating profits of the S&P 500 and overall economic profits are decoupling

Americas, Equities
Dec 05, 2025 Chart of the week

U.S. unemployment steady, nerves frayed

A widening gap between official data and worker sentiment points to the power of technological anxiety.
Nov 28, 2025 Chart of the week

Rational Exuberance

2026 may be a good year for risky assets

Macro, Equities, Bonds, Fixed Income, Currencies, Alternatives, Precious metals
Nov 21, 2025 Chart of the week

Tequila sunrise

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?

Emerging Markets, Fixed Income
Nov 14, 2025 Chart of the week

China’s 5-Year Plan: Innovation Overdrive?

The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.

Asia Pacific
Nov 07, 2025 Chart of the week

The great net income divergence, revisited

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.

Equities, Americas, Europe, Financials, Industrials
Oct 31, 2025 Chart of the week

EUR/USD rate is caught in a sideways trend

The euro may need fresh impetus from Europe to gain further momentum
Oct 24, 2025 Chart of the week

The Nikkei has scaled new heights

Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market

Equities, Asia Pacific, Politics
Oct 17, 2025 Chart of the week

Silver – a metal of dual purpose in tightening markets

Silver hits record highs on industrial demand surge and supply squeeze

Commodities, Precious metals
Oct 10, 2025 Chart of the week

Role reversal

How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.

Eurozone, Macro, Politics
Sep 26, 2025 Chart of the week

From zero to hero?

It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.

ESG
Sep 19, 2025 Chart of the week

German construction industry is divided

Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust

Alternatives, Macro, Industry
Results 1-15 of 47
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