United States (120)

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
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...

By Tim DraysonLars Kreckel

27 Apr 2022

4 min read

Ukraine conflict: the macroeconomic impact
Tim Drayson
Economics

Ukraine conflict: the macroeconomic impact

In our fourth post in this series, we look at the questions that Russia's invasion raises for the...
By Tim Drayson
03 Mar 2022
3 min read
Taking stock of our bullish view
Emiel van den Heiligenberg
Investment strategy

Taking stock of our bullish view

Taking a step back from day-to-day market movements, we have reflected on our team's overall...
By Emiel van den Heiligenberg
14 Feb 2022
3 min read
Are tech stocks now bond proxies?
Lars Kreckel
Equities

Are tech stocks now bond proxies?

There's never a quiet time for US technology stocks, it seems. The latest issue has been a very...
By Lars Kreckel
17 Jan 2022
3 min read
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
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...

By Christopher Teschmacher

19 Nov 2021

4 min read

How sensitive is the US to higher rates?
Tim Drayson
Economics

How sensitive is the US to higher rates?

The surprise for markets may be less around the timing of the Fed’s lift-off, and more the...
By Tim Drayson
22 Oct 2021
4 min read
US debt: Dancing on the ceiling
Christopher Jeffery
Investment strategy

US debt: Dancing on the ceiling

Should investors be concerned about the US debt ceiling?  
By Christopher Jeffery
05 Oct 2021
3 min read
Home schooling
Tim Drayson
Economics

Home schooling

The ‘peak growth’ narrative is gaining traction. Can faltering US home sales teach us anything...
By Tim Drayson
29 Jul 2021
3 min read