Dollar and Bitcoin signal global liquidity shifts
China liquidity expansion supports global risk assets
Roger and Paul review 2025 portfolio management across mandates and outline their early views on…
A witty Budget Day quiz on the red box, Chancellors’ rituals and the history of…
Roger and Peter debate whether US stocks are entering bubble territory
US credit growth rises as deregulation boosts liquidity
Roger Hirst and Louis‑Vincent Gave assess US and Chinese equities, market cycles, and key risks
US liquidity drop drives volatility as conditions may soon stabilise
