The dollar has started the year under pressure again. The prevailing narrative is that this is part of some structural loss of confidence in the dollar, if not in US asset markets. While we ...

After a robust post-pandemic recovery, the luxury sector faced a slowdown in 2024, driven by challenging comparisons, price increases, and softer spending from key consumer groups in China and the U.S ...

Illinois Tool Works is rated a buy, supported by structural growth improvements, cyclical recovery, and strong execution. ITW's revenue outlook is positive, with early signs of industrial market ...

Industrial group KAP demonstrates the impact of cyclical vs structural factors on the stock market. Its share price is up 44% ...