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 Equities Update Did the stock market just send another false recession signal? Paul Samuelson famously quipped in 1966 that the stock market had predicted nine of the last five recessions in the US. We suspect it just sent another false signal about an economic downturn. 2nd May 2025 · 5 mins read Commodities Update What to make of the US-Ukraine minerals deal? This Update answers some key questions on the recently agreed US-Ukraine minerals deal. In short, estimates of Ukraine’s mineral wealth seem to be overblown. The deal may provide more US support for... 1st May 2025 · 5 mins read Commodities Update Critical mineral tug of war is not a major macro risk This Update answers several key questions on critical minerals and the economic implications. In short, there is no quick fix to securing access to minerals given the extent of China’s advantage... 30th April 2025 · 6 mins read Global Economics Update Trump, the global economy and the next 100 days President Trump’s first 100 days in office have brought substantial shifts in US policy. The next 100 will start to reveal whether his presidency is causing a realignment of the global economy. There... 29th April 2025 · 7 mins read Pagination Previous … Page 43 Page 44 Page 45 Page 46 Current page 47 Page 48 Page 49 Page 50 Page 51 … Next
Equities Update Did the stock market just send another false recession signal? Paul Samuelson famously quipped in 1966 that the stock market had predicted nine of the last five recessions in the US. We suspect it just sent another false signal about an economic downturn. 2nd May 2025 · 5 mins read
Commodities Update What to make of the US-Ukraine minerals deal? This Update answers some key questions on the recently agreed US-Ukraine minerals deal. In short, estimates of Ukraine’s mineral wealth seem to be overblown. The deal may provide more US support for... 1st May 2025 · 5 mins read
Commodities Update Critical mineral tug of war is not a major macro risk This Update answers several key questions on critical minerals and the economic implications. In short, there is no quick fix to securing access to minerals given the extent of China’s advantage... 30th April 2025 · 6 mins read
Global Economics Update Trump, the global economy and the next 100 days President Trump’s first 100 days in office have brought substantial shifts in US policy. The next 100 will start to reveal whether his presidency is causing a realignment of the global economy. There... 29th April 2025 · 7 mins read
