News Weekly Update Weekly Update – 31st October 2025 – Trick-or-Treat: Mag 7’s Treats Haunt with CapEx Tricks, While Fed Signals ‘Boo’ to Future Cuts Read more
Weekly Update Weekly Update – 24th October 2025 – Yellow Gold Mellows, Black Gold is Tickled Pink, Right on Cue Trump Kicks up a Stink Read more
Weekly Update Weekly Update – 17th October 2025 – US Exceptionalism: The Default Setting or Default Setting In? Read more
News Weekly Update Weekly Update – 10th October 2025 – No Vin, just Pain, for the French Welfare State Read more
Weekly Update Weekly Update – 26th September 2025 – Lots of Noise but Underlying Trends Remain Intact Read more
News Weekly Update Weekly Update – 19th September 2025 – Central Bank Policy Dispersion: Stick, Twist or Fold? Read more
