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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
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
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
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.
Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust
Benign, for now: Our forecasts for the next 12 months
Whether or not there will be a reversal in the trend depends on the development of long-term inflation and whether the Federal Reserve manages to maintain its credibility
69% capacity trails decade average as post-Russian supply model prioritizes flexibility over early stockpiling
