Dec 2, 2025 5:21 am
When discussing US GDP growth, recent commentary has focused heavily on capital investment. The AI boom has driven a sharp rise in corporate capex, with firms racing to upgrade infrastructure and scale new applications. The consumer side of the economy, however, has been more mixed. In fact, consumer confidence has weakened throughout much of the…
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Nov 25, 2025 12:00 am
• Consolidation not collapse • US Labour market stronger than expected but the Fed may still cut • Russia/Ukraine talks push weakness into the oil market • French and UK budget challanges • Japan keeps pushing with growth • Rupee weakness has policymakers on the back foot Equity markets plunged 2-3% last week as investors…
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Nov 19, 2025 11:23 am
• UK fiscal inconsistency pushes gilt yields higher and sterling lower • Elements of the US president’s popularity base begin to peel away • Protest participation is approaching levels where institutional actors start exhibiting a shift in behaviour • US data blackout impairs monetary policy visibility and raises policy error risk • Nvidia, major retailers,…
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Nov 18, 2025 6:33 am
• Indian Inc.’s Q2FY26 earnings better than expected so far; Earnings growth likely to pick up in H2FY26. • Midcap valuations have eased from September 2024 peak; their earnings growth relatively strong. • Protest participation is approaching levels where institutional actors start exhibiting a shift in behaviour • Long-term fundamentals for Gold and Silver remain…
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