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Review of the week: American stocks pop
Last Updated: September 30, 2025
The US S&P 500 stock market index broke through 5,000 for the first time, hitting a record high last week as investors shrugged off worries that interest rates may not fall as fast as many had hoped.
Review of the week: Downcast, but out (spending)
Last Updated: September 30, 2025
The UK slumps into recession even as people’s spirits and retail sales rise. Meanwhile, trouble may be brewing in American inflation.
Review of the week: Planning to fail
Last Updated: September 30, 2025
Obstructive planning laws are curtailing the supply of homes in the UK, the regulator says. Meanwhile, the quality of building is slipping, suggesting we’re wrapped up in the wrong red tape.
Review of the week: Hazy data
Last Updated: September 30, 2025
Problems with UK labour surveys are making it hard to know the true rate of unemployment. Meanwhile, the Chancellor releases a tax-cutting Budget that leaves the next government with tough choices.
Review of the week: Land of the rising prices
Last Updated: September 30, 2025
In a wave of central bank meetings this week, one of them is truly different. While all other developed world policymakers are pondering rate cuts, only Japan is considering rate hikes.
Review of the week: Downward bound
Last Updated: September 30, 2025
After the flurry of central bank decisions last week, what did we learn about when (and how much) the big hitters plan to cut rates?
Review of the week: This rally is broadening...
Last Updated: September 30, 2025
A resilient economy is giving investors increased confidence to move beyond the Magnificent Seven and into corners of the market that have lagged. This broadening trend is very encouraging.
Review of the week: Is the door slamming on early rate cuts?
Last Updated: September 30, 2025
A blowout jobs report is tipping bets towards fewer US interest rate cuts this year. What happens if inflation continues to bounce higher this week?
World of Opportunities webinar
Last Updated: September 30, 2025
We are delighted to invite you to join Alexandra Jackson, fund manager of Rathbone UK Opportunities Fund and James Thomson, fund manager of Rathbone Global Opportunities Fund as they discuss the opportunities in global and UK equities.
Review of the week: Middle-Eastern tensions rise further
Last Updated: September 30, 2025
An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.
Review of the week: Spending the big bucks
Last Updated: September 30, 2025
The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.
Review of the week: Taking stock of GDP
Last Updated: September 30, 2025
The great uncertainty over whether and when US interest rates will fall took a twist with first-quarter GDP. Much slower growth, offsetting dynamics and higher inflation are creating a puzzle.