macroeconomics

Re-escalation of trade war tensions could feed end-of-cycle concerns

Several caveats to Bank of England's hawkish stance

Fed moves, polarised politics and a "tech cold war"

Technology must cut administrative burden

Political and structural changes abound

EU to open an Excessive Deficit Procedure for Italy

Opportunity in high yield laggards

Have economic cycles fundamentally changed?

Investors should lower exposure to Europe

Equity markets everywhere look 'reasonably placed'