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Author: DDQInvest

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The Next Big Theme – February

Download the latest edition of The Next Big Theme, featuring perspectives on...

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In Credit Weekly Snapshot – Rip it Up (and Start Again)

The US Supreme Court has said that Trump’s imposition of...

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UK GDP: Still not Growing Much

The UK’s gross domestic product (GDP) in the fourth quarter...

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Nordea Updates Sector Target and Clarifies Position on Oil and Gas Extraction

Following our progress in climate risk management over the past...

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Weekly House View | Tech Tantrum

The CIO’s view of the week ahead. The week in...

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ECB Rates on Hold Even as Inflation Dips; Volatility Hits Markets

The European Central Bank kept its main interest rate at...

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US Federal Reserve: Firmly in Data Watching Mode

The US Federal Reserve left interest rates on hold in...

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UK Equity Income Bulletin – February 2026

This month’s UKEI Bulletin highlights a strengthening domestic outlook, with...

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Politics, Currencies and Relative Value

The US dollar is lower against most currencies so far...

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Yields Spike, Costs Lag

Markets can reprice JGBs overnight, but the real fault line...

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