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20-Feb-26
Chart of the week
Does the Fed’s balance sheet have a price tag?
Even a quieter, less interventionist Fed would only shrink its footprint very cautiously. Partly this reflects changes to the financial plumbing in recent decades.
13-Feb-26
Chart of the week
Copper between shortage and stockpiling
A physically tight market is keeping prices close to their record highs.
06-Feb-26
Chart of the week
A precious-metals reality check
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.
06-Feb-26
CIO Special
Turbulence in the Japanese financial markets
Fears of overly loose fiscal policy have sent Japanese bond yields soaring. Increased volatility is here to stay.
05-Feb-26
Investment Traffic Lights
Investment Traffic Lights
The monthly Investment Traffic Lights provide a detailed market analysis and our view on developments in the main asset classes.Â
30-Jan-26
Chart of the week
Yields spike, costs lag
Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is when the effective interest rate surpasses growth
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