Everything you need to know, Simplified! Summary Global equities fell 2.1% over the week as trade tensions between the US and China reignited, ending a six-month truce and unsettling risk sentiment China tightened control of rare earth exports, prompting President Trump to threaten 100% tariffs on Chinese imports and new export controls on critical software The escalation came at a delicate moment, with the US labour market cooling and China grappling with weak demand and def

Everything you need to know, Simplified! Summary Global equities pushed higher as investors looked past the US government shutdown, focusing instead on resilient growth, strong earnings and an increasingly supportive policy backdrop High valuations remain sustainable in the absence of recession risk, with markets confident that earnings growth can justify current multiples Healthcare led gains after a sharp policy-driven rebound, offering a more attractively valued counterbal

Everything you need to know, Simplified! Summary Gold hit a record US$3,788/oz, up 44% this year, with silver also performing well Demand for non-fiat assets – those not issued by a government - has risen as nation’s fiscal positions have deteriorated with US debt costs now exceeding defence spending, a historic marker of structural decline Persistently high inflation underscores the risk of fiscal erosion, driving central banks and investors toward gold, commodities and othe

Everything you need to know, Simplified! Summary Global equities are defying September’s seasonal weakness, up 3.4% in September (GBP...