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2026 may be a good year for risky assets
Mexico in the spotlight: despite concerns ahead of last year’s U.S. elections, the peso has strengthened and local bonds have shone. What may be driving this resilience?
By: Robert Bush
"One must change one’s tactics every ten years if one wishes to maintain one’s superiority" - Napolean Bonaparte
The Communist Party’s latest 5-year blueprint puts technology and productivity in the spotlight.
By: Hansjoerg Pack
For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
The euro may need fresh impetus from Europe to gain further momentum
By: Michael Lewis, Steffen Kutscher
Quarterly highlight: The elusive “Peak Oil” scenario
Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market
By: Ivy-sw Ng, Tommy Law
Persistent Rice Inflation: Balancing Inflation and Economic Risks
Silver hits record highs on industrial demand surge and supply squeeze
"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
By: Jason Chen, Stephen Cianci
How have markets historically reacted to new Fed chairs?
It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.
