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US assets will remain ‘must-haves’ in 2025
Donald Trump’s return to the White House was never going to be a subtle affair. The threat of a fresh trade tariffs and heightened geopolitical tension were l...
Take Two: European shares hit record high; Japan’s economy expands for third straight quarter
What do you need to know?European stocks rose to a record high last week after hopes that a peace deal might be brokered to end the Russia-Ukraine conflict. Exp...
New disorder
The Trump Administration has become the key source of global geopolitical risk. It is disrupting the status quo. Profound political and economic consequences ar...
Understanding the fiscal drivers of French sovereign bond yields
This paper presents a technical analysis on the relationship between fiscal deficits and bond yields in France. It is intended for an audience with an interest...
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