In focus today In the euro area, focus turns to the consumer confidence indicator for September. Confidence has been stuck at a low level for the last four months, which limits growth in private consumption. As the tariff uncertainty has been reduced and inflation returned to the 2% target, we expect gradual improvements in confidence. […]
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Eli Lilly has spent the last decade transforming from a reliable but unremarkable dividend payer into one of the most talked-about stocks on Wall Street. Its obesity and diabetes franchise, built around tirzepatide, the active Read more…
War headlines have a way of making every portfolio feel fragile. For three straight weeks, the Iran conflict did exactly that. It sent oil prices soaring roughly 40% since the first U.S.-Israeli strikes on February Read more…