We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.

As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.

"For many UK households, the experience of Covid-19 is highlighting a lack of financial resilience and a need to do things differently in the future. There is evidence of a silver lining, with the pandemic leading many to re-think their focus on financial priorities"