The valuations of “risky” assets continued to rise in the third quarter, both in absolute terms and relative to “safe” asset yields. We think that reflects the start of the Fed’s easing cycle and...

Until the geopolitical situation in the Middle East deescalates, oil prices will clearly remain at risk of spiking higher. But against a backdrop of faltering demand and greater supply in the wider...

In addition to indicating that goods price pressures eased in September, the latest batch of manufacturing PMIs suggest that global industry slowed sharply towards the end of Q3. But with interest...

The strike by Israel in Lebanon that killed Hezbollah’s leader represents a major escalation of hostilities in the Middle East and all eyes are now on the next actions by Israel and Iran. On its own...