It’s possible that the bubble in Artificial Intelligence (AI) equities has burst, and that the US stock market’s broad-based strength will end soon. Nonetheless, this isn’t our baseline scenario...

The slide in Nvidia’s shares after the release of its latest consensus-beating results bolsters the argument that it was priced for perfection. But that doesn’t mean its party is over, or that the AI...

Financial markets have largely taken the dramatic events in the US presidential race over the past month in stride. While the race now appears to be back to a coin toss, the prospect of a second Trump...

This Focus explores the key lessons from previous Fed easing cycles and explains how these inform our latest financial market forecasts. In short, history supports our call that 10-year Treasury...