A Shifting Landscape: Navigating the End of U.S. Exceptionalism and Global Credit Booms
January 30, 2025
Economist Andrew Hunt joins Director Jonathan Ramsay to assess the risks and opportunities that may arise from these changing dynamics—and what investors should be watching in the months ahead.
Unpacking a Volatile Week Amid Inflation Warnings and Surprising Strengths
January 30, 2025
Markets gyrated last week as hotter-than-expected US inflation data sparked an initial tech rout before recovering. Meanwhile better-than-feared earnings results and recession-resilient emerging markets outperformed.