Investment Weekly
Chart of the week – Turbulent policy outlook
If rates are so volatile, why are broader financial markets so calm? Central bank expectations are swinging sharply in 2026, but overall asset class performance has been resilient. This week, we look at why that disconnect tells us something important about the macro regime.
Market Spotlight
- Floating at the frontier
Lens on…
- AI = Additional Inflation?
- A tale of two markets
- Shock absorbers