Equity markets in East Asia suffered very sharp declines earlier this week, but have generally recovered since. We think the rebound has scope to go a lot further as recession fears in the US prove...

While the recent financial market meltdown has pushed some euro-zone government bond spreads up, we don’t see good reasons for risk sentiment to remain so downbeat. So we expect the upward pressure on...

We doubt the AI-fuelled rally in global equities has burst, despite a rout in the stock market in the US after some disappointing data there last week and a plunge in Asian indices today. It feels...

Financial markets have largely taken the dramatic events in the US presidential race over the past month in stride. While the race now appears to be back to a coin toss, the prospect of a second Trump...