Show notes
The US-Iran MoU has delivered a genuine moment of geopolitical relief — oil lower, yields down, risk assets recovering. But relief is not the same as resolution. Beneath the headlines, the underlying data continue to tell a more complex story.
In our charts this week:
US growth outperformance widens; Europe and China disappoint
UK gilt yields, oil prices and the Bank of England's next move
Global semiconductor sales surge to record highs on AI demand
Oil retreats on the MoU; copper, uranium and critical minerals hold firm
Energy availability as a binding constraint on growth
Why this…
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