The betting markets are assigning a greater probability to an early general election in the UK in the wake of high-profile resignations in the Conservative Party since the Cabinet met at Chequers on...

Some argue that the stock market is less vulnerable in the euro-zone than in the US because its valuation is much lower. But the gap in their valuations is arguably negligible.

Emerging market (EM) currencies have mostly recovered a little ground against the dollar today. But the bigger picture is that they have generally been weakening for some time now, and in our view...

Trade tensions have not caused any dramatic moves yet, but there are at least four clear signs in the equity markets of investors becoming more nervous about the possibility of a global trade war.