Gold – A timeless asset in a changing world
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Japan – beyond the carry trade
Japan’s yen has weakened sharply, reviving concerns over carry-trade unwinding and global market volatility. Yet Japan’s stronger growth, rising wages, higher inflation, corporate reforms, and improving shareholder focus suggest a structural economic revival, though sustained pro
Geopolitical risk, economic resilience
Markets continue to be shaped by a range of macroeconomic, geopolitical, and policy developments.
Hot headlines, cool markets
Markets have weathered another wave of geopolitical uncertainty with surprising resilience.
Chips: Moore spending
Middle East hostilities are intensifying; not one, but two maritime chokepoints are supposedly closed, and Brent crude has hit the psychologically threatening $100/bbl level once again.
Politics on the beach
In business, competitors often converge on the middle to capture the largest share of demand. Yet in politics, the opposite seems to be happening. Across the US and Europe, parties are moving away from the centre, while populist movements continue to gain ground.
Judgement calls
As the FIFA World Cup 2026 draws to a close, the focus may be on the finalists, but some of the most valuable lessons extend well beyond the pitch.