Mar 25, 2026
The last few weeks have been a busy time assembling scenarios and revised forecasts for clients and partners. Everyone is naturally keen to understand how intermediate and final demand, input costs, and the macroeconomic environment generally may evolve and impact the...
May 7, 2025
Asset prices have recovered a fair amount of the ground they ceded after the launch of broad-based tariffs by the U.S. on April 2. However, a wave of optimism (justified or not) has swept through markets over the past couple of weeks on hopes that we are past peak...
Feb 17, 2025
The FSW Markets All Luxury Index closed up almost 7 percent last week. Outside of small declines from Burberry and PVH Corp., every constituent of the index was up on the week and most of them big. The biggest gainer was Kering. On Tuesday, Kering announced that its...
