United States (120)
Equities
US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...
27 Apr 2022
4 min read
In our fourth post in this series, we look at the questions that Russia's invasion raises for the...
Taking a step back from day-to-day market movements, we have reflected on our team's overall...
There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
Investment strategy
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
19 Nov 2021
4 min read
The surprise for markets may be less around the timing of the Fed’s lift-off, and more the...
Should investors be concerned about the US debt ceiling?
The ‘peak growth’ narrative is gaining traction. Can faltering US home sales teach us anything...
