ECB

If you had not been paying attention to financial markets for quite a few years and then – from this position of naivety – had looked at the eurozone, your likely conclusion would be that the region's equity bourses were offering tremendous value.

Safe haven funds reward investors

This month's podcast out now

Featuring Pantheon's Andrew Lebus and London & Capital's Roger Jones

Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.

Global bond yields continue to crash through zero

Warning signs in US data

Trade body flags mitigating factors

Former UK Chancellor thinks he is a strong candidate

Central bank's U-turn should be welcomed