Market insights

US midterms: why a divided Washington could suit markets

Markets can become more volatile ahead of the midterms, but increased certainty after the vote could provide support for equities.

Looking at markets in 3D

Three forces, debt, dollar debasement and diversification, could shape investment returns over the next decade

Investment Outlook: Money never sleeps

A strengthening global credit cycle is supporting equities and boosting bank profitability through rising loan demand and a steeper yield curve.

The US Treasury is getting uneasy about rising long-term government bond yields

The AI opportunity: putting risks in perspective

Circular AI deals are a risk worth watching, but stronger businesses and real demand are keeping the long-term opportunity intact

Investment Outlook: Life begins at 250 for the US

A monthly round-up of global markets and trends

Flying through a Copilot jobs market

Artificial intelligence is changing how businesses operate, although its long-term effects on employment and economic activity remain uncertain. Here we review current evidence on labour market trends and productivity in the US

Previewing the US second quarter earnings season

US companies are beginning to report their second-quarter results, offering fresh insight into corporate earnings, valuations and the factors shaping market expectations

2026 Mid-year review: Markets look beyond the headlines

Conflict in the Middle East drove market volatility, yet markets are higher over the first six months of the year