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Market insights
Macroeconomics
Barometer: Robust earnings growth to push equities higher
Weekly house view | Biggest oil deal in history
Weekly house view | The “Bessent put”
Weekly house view | All eyes on Fed and retailers
Weekly house view | Inflation anticipation
Barometer: Staying the course on equities
Monthly house view | August 2026
Weekly house view | Situational (mis) awareness
Weekly house view | AI capex mistrust
Weekly house view | Chip dip
Will China rule Artificial Intelligence like it does Electric Vehicles?
Weekly house view | Hormuz, open or closed?
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