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3 September 2025

In Credit Weekly Snapshot – If I could turn back time

Our fixed income team provide their weekly snapshot of market events.
2 September 2025

Paul Doyle

Head of Large Cap European Equities

European improvement, not just US weakness

The region has exited post-Covid stagflation, with inflation falling and interest rates easing, so economic performance has turned round. America, by contrast, faces stagflation
1 September 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Postcard from Brasil

Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?