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Executive Summary  February was a challenging month for US stocks, as the uncertainty around how tariffs would affect businesses saw the S&P 500 pull back from its all-time high in the middle [...]

As the 2024 US presidential election approaches, investors are grappling with uncertainty surrounding the potential outcomes and their implications for the financial markets. The political [...]

Executive Summary  August 2024 brought sharp market swings, driven by weak U.S. economic data and an unexpected rate hike from the Bank of Japan, which triggered a carry trade unwind and a global [...]