View:

July 20, 2026 8:00 AM UTC
· Asset Price Index (API) framework suggests the US gap is elevated and, on some constructs, has moved into top-decile territory.
· The question is whether prices, capex and financing conditions are beginning to reinforce the same cyclical risk-accumulation dynamics.
·

July 17, 2026 1:31 PM UTC
June industrial production has seen a second straight subdued month to follow a strong April, still leaving a healthy underlying picture but may temper some excessive optimism over the impact of rising AI-led investment.
July 17, 2026 1:31 PM UTC
June industrial production has seen a second straight subdued month to follow a strong April, still leaving a healthy underlying picture but may temper some excessive optimism over the impact of rising AI-led investment.