Market Talk

US elections, equity rotation, and a major celebration – Market Talk

US consumption, equity and credit divergence and copper – Market Talk

Patient Powell, China’s equity rally and oil - Market Talk

Geopolitics, higher real yields, and China GDP – Market Talk

Strong equities, supportive credit, currency vol – Market Talk

Corporate America, China stimulus and cricket – Market Talk

Lunar New Year – Market Talk special

Rallies, Red Sea disruption and Taiwanese elections – Market Talk

US CPI, oil and the ‘Magnificent Seven’ – Market Talk

Higher yields, China stimulus and Singapore bound – Market Talk

Bond jitters, heightened vol, crowding out – Market Talk

Stagflation, Japan and typhoons - Market Talk

US jobs data, Chinese equities and high yield

US rating downgrade, UK rates and a raft of data - Market Talk

Inflation prints, fiscal rules and the G20 – Market Talk

US tightening, China easing - Market Talk

Debt ceiling, FAANGs and football pitches - Market Talk

Central bank deluge, China and coronation quiche - Market Talk

US employment, China credit and gold – Market Talk

A balanced view of banking developments – Market Talk