Roger and Peter on stronger data, shifting inflation trends, rate policy and the path for…
Peter and Roger on 2023 markets, the 2024 outlook and a possible major breakout in…
Peter and Roger on China’s property crisis, the US’s recession dodge and bond volatility driving…
Peter and Roger on stealth central bank support, investor positioning and the H2 2023 market…
Peter on why 2023’s bank turmoil differs from 2008 and how central banks support portfolios
Peter and Roger on 2022 markets and why softer US inflation and China’s reopening support…
Peter discusses volatile markets, oversold conditions and the risk of a sharp equity relief rally
Peter discusses rising recession fears, central‑bank U‑turns and a coming equity relief rally
