Jonathan Hartley is a Senior Analyst covering capital markets and macroeconomics. He spent over a decade in institutional equity research before joining Gem Research Solutions, where he leads coverage of global financial markets, monetary policy, and cross-asset strategy.
Post-pandemic supply chain restructuring, CHIPS Act investment, and geopolitical pressure have reshaped semiconductor production geography. We assess where resilience has…
The Federal Reserve and European Central Bank are on divergent paths for the first time in years. With the ECB…
Equity markets have delivered outsized returns since 2023, with the S&P 500 nearly doubling. We assess whether fundamentals support continued…