Year: the rate turn, energy and sustainable profits
Over the trailing year, central-bank rate cuts gave way to pauses and increases. Changing trade rules and war fed into delivery and fuel costs, while technology investment widened the…
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Annual Market Reviews
Twelve months of major market events and interest-rate changes, followed by the current assessment and developments to watch.
Showing 1–9 of 15 publications
Year: the rate turn, energy and investment costs
Over the trailing year, central-bank cuts gave way to pauses and renewed rises. Changing trade rules and energy disruptions fed into company costs, while technology investment widened the distinction…
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Year: from rate cuts to renewed price pressures
Over the trailing year, rate cuts gave way to renewed price and energy pressures. Trade restrictions, supply disruptions and technology investment affected company revenues and borrowing differently. The September…
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Year: energy and interest rates test company profits
Over the trailing year, a phase of rate cuts gave way to renewed inflation and energy pressures. Trade decisions, supply disruptions and technology investment affected company revenues and costs…
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Year: energy and interest rates test company profits
Over the trailing year, a phase of rate cuts gave way to renewed inflation and energy pressures. Trade decisions, supply disruptions and large technology investments affected companies differently. At…
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Year: inflation and energy changed the path of interest rates
From 3 October 2025 to 2 October 2026, US interest-rate cuts gave way to a pause and a September increase. Trade rules and energy supply disruption changed business costs,…
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Year: inflation and energy changed the path of interest rates
From 2 October 2025 to 1 October 2026, US rate cuts gave way to a pause and then a September increase. Energy supply disruption and changing tariffs affected business…
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Year: how rates, tariffs and energy affected companies
Over twelve months, central banks changed interest rates, import tariffs changed, and geopolitical events disrupted energy supply. Technology companies grew revenue, but their customers needed substantial funding for equipment…
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Year: tracing trade and interest rates through to profit
Across twelve rolling months, the direction of interest rates, the legal basis for tariffs and the reliability of energy supply all changed. Technology demand generated large supplier revenues while…
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