Talking points

Picking through a murky market outlook for the rest of 2025

Comparisons with other commodities are a useful reality-check

Issue of the week: the US/UK trade accord ...

Issue of the week: are markets too complacent? ...

“A latter-day Rip Van Winkle… napping since the start of the year, might think not much had changed” over the past six months in financial markets, says Randall Forsyth in Barron’s. The S&P 500 index

Issue of the week: renewed tariff turmoil ...