Europe’s largest economy returned to modest expansion in 2025, as stronger consumer and government spending offset weaker ...

Trump and his allies claimed that a core driver of the tariff agenda was to rebuild the U.S.’s manufacturing base. One year later shows the opposite effect.

A smaller construction labor shortage in 2026 reflects cooling demand, not a fix, as retirements, megaprojects and backlog gaps keep risk elevated.

Most Federal Reserve districts reporting on residential real estate cited softer home sales, slower construction and reduced ...

The core idea is that economic growth is expected to be below historical averages for some time before it recovers. Recency ...

The Value Plus Strategy was down 0.10% in the fourth quarter, compared with the 3.26% gain for the Russell 2000® Value Index.

European equities extended their rally on Thursday, with the pan-European Stoxx 600 touching a fresh record as easing ...

The British economy shrugged off Budget uncertainty in November and grew by a faster than expected 0.3%, according to latest ...

Transport demand continued to recover in 2025 after a setback in 2023, yet ton/km volumes remain on average about 1.5% lower than before. For 2026, we expect a stable demand growth of around 1%, with ...

The latest UK GDP figures have delivered a rare dose of optimism, with November’s 0.3% growth beating expectations and ...

'Choppy' is how we have described FX markets in our latest FX Talking.

While the relative strength of our markets is real, we are aware of uncertainties created by the administration's trade ...