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China's Turning Point?

Chinese equities trade at multi-decade lows but stimulus may trigger re-rating

Value Beyond The US

US equities trade at rich valuations while emerging markets offer relative value and potential outperformance

Stocks Priced For Perfection?

US CAPE valuation signals risk but doesn’t end bull market momentum

Rousing The Dragon

China’s debt hangover echoes Japan, but fresh stimulus is powering a sharp equity rebound

UK "Budget on a Page"

Read our high level summary of the October UK budget changes

The 1970s Redux?

Easing Policy Risks Inflation Return as Debt Pressures Drive New Monetary Regime

Follow The PPI Piper

US PPI leads CPI lower, supporting Fed cuts and risk assets into 2025