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Matt Finch named as one of the 2025 PAM NextGen Leaders

Matt Finch wins PAM award

Conflicting Confidence Levels

UK Manufacturing Weakness vs Consumer Resilience May Reverse in 2026

A Spring Stagflation?

UK Stagflation Risks Rise as Growth Stalls and Inflation Picks Up

Dollar Down, All Else Up

Weaker Dollar Could Spark Emerging Market Equity Rally

Goldilocks Good. Boom Bad?

Rising Growth Risks Higher Yields but Policy Likely to Cap Bond Spike

Animal Spirits Are Back

US manufacturing rebound signals stronger growth ahead

“Escalate to de-escalate” is a risky policy

Trump’s unpredictable tariff moves risk higher inflation, weaker growth and volatile markets even as he…

Digesting Debt

Rising US debt costs limit fiscal flexibility and raise market risks