RESILIENT: The US economy has dodged long standing calls for its slowdown and a recession so far. Consumers still have pandemic savings. Corporate profits been resilient. PMI's at...

ANOMALY: S&P 500 and Europe’ Stoxx 600 seen a very low volume May so far. With Japan’s Nikkei 225 a notable exception. This has confounded market skeptics, as it has come...

HELP: Lower long-term US government bond yields have been a big help for equities this year. They have boosted the present-value-of-future-cashflows and pushed stock valuations...

SUPPORT: Consumption dominates the US economy, at 2/3 of GDP, and its resilience the biggest reason it’s not in recession. The good news is consumers still have significant...

HEALTHCARE: S&P 500’s second largest sector is down this year, held back by ‘big pharma’ after its large 2022 outperformance. The Inflation Reduction Act hastened pricing...

El NINO: There is now an estimated 90% chance of an El Niño weather phenomenon later this year. This could bring further supply disruption to volatile global agricultural and...

SURPRISE: The UK and Europe’s largest stocks are on track to grow earnings 7% in Q1. This continued resilient performance is led by rebounding profit margins, the opposite of the...

Insurance is a unique product. We pay for it, but we hope we never actually have to use it. Yet, homes do get burgled, cars do get dented, flights do get cancelled, and pets do...

SUPPORT: Markets are braced for a stall in US inflation declines, against a nervy backdrop of a banks scare and debt ceiling showdown. Historic inflation days have seen typical 2%...

MIRACLE: Agricultural products are 30% of total commodity markets by trading activity and production volume. Soybeans and its oil and soybean meal by-products are the world’s 2nd...