French turmoil and German stagnation – what it means for the ECB

French turmoil and German stagnation – what i...

JULIUS BAERJULIUS BAER

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The View Beyond: China’s old and new tech divide

Against a shifting macro backdrop, markets are responding to easing geopolitical tensions following a US-Iran peace deal, with oil prices falling sharply and Asian equities rallying. Within China, however, a stark divergence persists: Hong Kong’s “old tech” sector has lagged, whi ...  Show more

 . 25min 16sec
A week dominated by geopolitics and central banks

Global markets have been driven this week by a US–Iran deal, a more hawkish Fed under Kevin Warsh, and a Bank of Japan rate hike to multi-decade highs. Markets are now pricing in further US policy tightening, with record Treasury futures volumes signalling strong expectations for ...  Show more

 . 12min 42sec

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