Global shipping costs fall, suggesting a calmer inflation backdrop despite tariff risks ahead
US ISM points to subdued US core inflation ahead
Doomsday risks are rising while stretched valuations reveal a troubling gap between markets and reality
US inflation edges higher on tariffs but no major surge expected
It is important to avoid a recession
Are earnings growth and margin expansion reflected in current valuations?
A cheery earnings consensus
Booming demand from generative AI and data centres is powering semiconductor growth while frothy valuations…
