FIRESIDE CHARTS

Europe, China, Excess ReturnsĀ 
Europe, China, Excess ReturnsĀ 

Europe is in the spotlight after a strong start to the year for European equities. So far, the strong performance has been mainly driven by sentiment and currency. Chinese equities are also off to...

Inflation, Consumer Credit, DeepSeek
Inflation, Consumer Credit, DeepSeek

The first inflation print of the year came in hotter than expected. There may be more of the same ahead, according to both market and sentiment-based indicators. U.S. consumer credit saw its largest month-over-month...