jov

June 11, 2025

2025 Midyear Outlook: Going Deeper

A choppy start to 2025 When we published our 2025 Outlook, Tides of Change, we anticipated a year defined by turbulence—and indeed, the first half...

June 5, 2025

Published early, on 5 June 2025, in light of the public holiday weekend As ash and gas billowed from Sicily’s Mount Etna, some steam also...

June 1, 2025

Written 30 May 2025, In a week that was light on economic data releases, US trade policy continued to drive market sentiment. Midweek, the US...

May 26, 2025

Last week, markets were caught off guard by President Trump’s announcement that he recommends imposing a 50% tariff on imports from the EU from...

May 19, 2025

There will be more fish in the sea for the EU following Britain’s agreement to open its fishing waters for 12 more years to...