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A deal at last? What a Hormuz reopening would mean for oil and inflation

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Equities and Inflation

This interactive dashboard shows how US equities have performed since 1973 in high inflation regimes, split out into periods of supply- and demand-driven inflation. Data are presented as average annualised 1-month returns and as 12-month returns. The dashboard accompanies


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This bond market wobble won't be the last

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UK Labour party meltdown, gilt yields and why the bond market always wins

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The Trump-Xi meeting and the limits of a reset | Germany’s overdone pessimism

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