Biden loves big tech. That was the market’s response to the inauguration of the 46th US president. Ultimately, the ability of the stock market to hit new highs will depend…
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The ballooning twin deficits in the US points to further upside for the RMB. Some European pension funds are increasingly looking to China in the search for yield. The EU-China…
One of our recent commentaries looked at the increased trend towards automation through robotics. The recovery in the labour market from the pandemic is likely to be slower in the…
As Job Biden prepares to take over at the White House, there are several reasons to be concerned. Firstly, the US went into recession with a Federal budget already deep…
The disruption from Brexit has been laid bare this week, after DB Schenker became the latest logistics groups to suspend cross-border delivery services between the UK and EU. London could…
The 10-year Treasury yield rose to 1.13% last week, ‘despite’ the political disturbances in Washington. There was no flight to safety, pushing yields down, just a realisation, that more, not…
It is an obvious point that the Covid-19 pandemic has accelerated the rollout of technologies minimising social contact. But recessions are an opportunity for labour-saving innovations too. In the US,…
