equity markets

Latest news and analysis on equity markets

Macro

Transatlantic Reversal?

Trade-related uncertainty is already hurting confidence, including in the US, before the “real” impact of tariffs hits.
Chris Iggo
AXA Investment Managers
Macro

Are we already past “peak Trump”?

The “Trump trade” is losing its shine - The drawbacks of the new administration’s policy platform are more in focus.
Chris Iggo
AXA Investment Managers
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