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The authorisation follows senior US official confirmation that Iran has committed to the fourteen-point conditions outlined in the June 17 memorandum signed at Versailles, including allowing nuclear inspectors to re-enter and maintaining Strait of Hormuz access. The move represents a structural change in the …
A 75-basis-point cumulative tightening cycle in the second half of the year would mechanically compress the present value of terminal earnings for long-duration growth equities and apply upward pressure on investment-grade corporate credit spreads, which have narrowed to historically tight levels. The transmission effect …
Warsh's emphasis on price stability over growth management is a structural break from the put-option approach to monetary policy that defined much of the 1990s and 2000s. Scenarios of up to 75 basis points of tightening in the second half of 2026 have not …
Greenspan's tenure spanned the Black Monday crash, the dot-com bubble, and the post-September 11 economic shock, with each episode met by monetary accommodation that reinforced markets' expectation of a central bank backstop. Critics later argued this posture allowed systemic leverage and asset price inflation …
The US and Iran have made a significant breakthrough in their negotiations, agreeing on a roadmap. This development is a result of diplomatic efforts to resolve the ongoing tensions between the two countries. The agreement is a crucial step towards a peaceful resolution.
Keir Starmer’s resignation as UK prime minister marks a sudden shift in British politics, leaving the party scrambling to stabilise its leadership. The move follows a period of heightened scrutiny over domestic policy and economic management, with investors closely watching the transition. Analysts suggest …
The authorisation follows senior US official confirmation that Iran has committed to the fourteen-point conditions outlined in the June 17 memorandum signed at Versailles, including allowing nuclear inspectors to re-enter and maintaining Strait of Hormuz access. The move represents a structural change in the …
The revised forecasts mark a meaningful departure from prior consensus calls for rates to hold steady through year-end and have contributed to a selloff in longer-duration Treasuries even as oil prices declined on US-Iran progress. The dynamic illustrates the competing forces acting on US …
The thesis is that demand for power generation equipment, heavy construction machinery, and engineered products tied to data centre and grid buildout is not a one-cycle event but a multi-year capital expenditure programme sustaining industrial earnings above prior cycle levels. The market's willingness to …
Shipping activity in the Strait of Hormuz continues to be affected by security concerns in the region. Insurers and shipping companies are adapting their operational approaches as the waterway remains a focal point for geopolitical tension, which in turn influences global trade patterns.
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