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Tech giants are investing heavily in AI, but strong revenues and cash flows continue to…
Peter and Roger on 2022 markets and why softer US inflation and China’s reopening support…
Easing US inflation and resilient jobs data offer cautious optimism for 2023
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Peter discusses volatile markets, oversold conditions and the risk of a sharp equity relief rally
Central banks juggle taming inflation with averting recession as growth slows and rate hikes peak
Peter discusses rising recession fears, central‑bank U‑turns and a coming equity relief rally
Stocks and bonds slump together as the Fed treads a tightrope between 8.5% inflation and…
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