China’s tech clampdown is not unexpected in the context of its pledge to tackle anticompetitive practices, as outlined in the five-year plan (2021-2025). US tech giants are being hit with…
For now, the bond market has been clear in its message: inflation is not the pressing issue. Markets appear to be more concerned about economic growth. US real yields have…
The ‘transitory’ inflation narrative has taken hold, becoming the dominant view in financial markets. Inflation will inevitably moderate as base effects peak. This is clearly what the Treasury market believes….
Treasury yields are tumbling. A slowdown in China and the spread of the Covid-19 delta variant are driving the view that developed economy Central Banks will act less quickly to…
The tide is turning for European VC. Venture-backed start-ups in Europe raised $49.6bn in the year through to June 11th, almost matching the total for the whole of 2020 ($51.7bn),…
