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Category: Charts & Data Highlights

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

Digesting Debt

Rising US debt costs limit fiscal flexibility and raise market risks

Another Golden Year?

Gold rally extends amid easing policy and financial repression risks

A "Mar-A-Lago" Accord?

US–China trade shift may reverse, offering upside if tensions ease