Fiscal policy is the elephant in the room

Fiscal policy is the elephant in the room

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Yields surge, oil climbs: is a market reality check coming?

Global markets are kicking off the week on the back foot as government bond yields surge to multi-year highs, reigniting concerns about stagflation. Oil prices climbed another 2% overnight, with no quick resolution in sight for the ongoing Middle East tensions. In today’s episode ...  Show more

The View Beyond: The AI story behind US equity highs

Despite geopolitical tensions, US equity markets have reached record highs, with artificial intelligence at the heart of this surge. What is driving these historic moves? How are investors positioning themselves to both capture the opportunities and manage the risks? In this epis ...  Show more

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