Our latest macroeconomic insights Global Economics Update What to expect as the Liberation Day deadline looms Given the limited progress in concluding trade negotiations since Liberation Day, there is a risk that huge tariffs will be imposed on 9 th July after the 90-day pause expires. We suspect that further... 2nd July 2025 · 4 mins read Commodities Update Five Key Questions on the Strait of Hormuz This Update answers five key questions about a potential “closure” of the Strait of Hormuz and the potential impacts on global energy markets from any attempt to close the waterway. As it stands, it... 23rd June 2025 · 5 mins read Equities Update Korean equities may not outperform Taiwan much longer Taiwan’s stock market has been a key beneficiary of the AI boom and was one of the top performers in the world in 2024. This year though, equities in fellow Asian tech heavyweight Korea have taken... 20th June 2025 · 4 mins read Commodities Update How could Israel-Iran escalation affect energy prices? Oil prices could feasibly surge to $130-150pb were hostilities between Israel and Iran to escalate in a way that resulted in major disruption to Middle Eastern energy exports and/or shipping through... 18th June 2025 · 5 mins read Pagination Previous … Page 17 Page 18 Page 19 Page 20 Current page 21 Page 22 Page 23 Page 24 Page 25 … Next
Global Economics Update What to expect as the Liberation Day deadline looms Given the limited progress in concluding trade negotiations since Liberation Day, there is a risk that huge tariffs will be imposed on 9 th July after the 90-day pause expires. We suspect that further... 2nd July 2025 · 4 mins read
Commodities Update Five Key Questions on the Strait of Hormuz This Update answers five key questions about a potential “closure” of the Strait of Hormuz and the potential impacts on global energy markets from any attempt to close the waterway. As it stands, it... 23rd June 2025 · 5 mins read
Equities Update Korean equities may not outperform Taiwan much longer Taiwan’s stock market has been a key beneficiary of the AI boom and was one of the top performers in the world in 2024. This year though, equities in fellow Asian tech heavyweight Korea have taken... 20th June 2025 · 4 mins read
Commodities Update How could Israel-Iran escalation affect energy prices? Oil prices could feasibly surge to $130-150pb were hostilities between Israel and Iran to escalate in a way that resulted in major disruption to Middle Eastern energy exports and/or shipping through... 18th June 2025 · 5 mins read
