Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Commodities Update Six key questions about the sell-off in precious metals We recently hosted a Drop-In on the sell-off in gold and other precious metals. This Update answers six key questions on topics such as the role of leverage in driving prices, the macroeconomic and... 3rd February 2026 · 4 mins read India Economics Update India-US trade deal: economic and geopolitical ramifications The 18% tariff that President Trump has announced will be applied to imports from India – down from 50% – would significantly boost India’s attractiveness as an alternative manufacturing hub to China... 2nd February 2026 · 3 mins read US Economics Update Warsh's QT wouldn't enable US rate cuts The idea that the Fed could pave the way for much lower policy rates by shrinking its balance sheet is unconvincing. Balance sheet reduction is a blunt tool for tightening financial conditions, and... 2nd February 2026 · 4 mins read Global Markets Update Rally in South African assets to run out of steam After a record-breaking year, we think the rally in South African assets will lose momentum, given that there is little scope for risk premia to compress much further and we expect precious metals... 29th January 2026 · 5 mins read Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
Commodities Update Six key questions about the sell-off in precious metals We recently hosted a Drop-In on the sell-off in gold and other precious metals. This Update answers six key questions on topics such as the role of leverage in driving prices, the macroeconomic and... 3rd February 2026 · 4 mins read
India Economics Update India-US trade deal: economic and geopolitical ramifications The 18% tariff that President Trump has announced will be applied to imports from India – down from 50% – would significantly boost India’s attractiveness as an alternative manufacturing hub to China... 2nd February 2026 · 3 mins read
US Economics Update Warsh's QT wouldn't enable US rate cuts The idea that the Fed could pave the way for much lower policy rates by shrinking its balance sheet is unconvincing. Balance sheet reduction is a blunt tool for tightening financial conditions, and... 2nd February 2026 · 4 mins read
Global Markets Update Rally in South African assets to run out of steam After a record-breaking year, we think the rally in South African assets will lose momentum, given that there is little scope for risk premia to compress much further and we expect precious metals... 29th January 2026 · 5 mins read
