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UK CPI Preview (Dec 17): Down Further from Likely Peak?
December 8, 2025 9:43 AM UTC
It does seem as if the September CPI outcome will prove to be the CPI inflation peak. Indeed, although October figure fell a little less than the consensus to 3.6%, the looming November numbers may show a same-sized fall to 3.4%, a six-month low. We see the core rate seen also dropping 0.2 ppt b
AI and U.S. Equities
December 8, 2025 8:50 AM UTC
· The AI story has driven broad momentum in the U.S. equity market, but will likely become narrower in 2026 and 2027, as not all big AI/tech companies will generate clear explosive revenue from areas outside cloud computing and semiconductor chips. Companies that are also dependent on e