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Review of the week: The Federal Reserve riddle
Last Updated: September 30, 2025
Fading strength in the labour market and services businesses have increased hopes that interest rates can still be cut this year. Everybody is watching the Fed watch the data.
Review of the week: Divergence emerges
Last Updated: September 30, 2025
US economic data is softening, yet there seems a way to go before interest rates start to fall. On this side of the Atlantic it’s the complete opposite.
Review of the week: Snap election, new policies
Last Updated: September 30, 2025
With the UK heading to the polls sooner than expected, the government announces policies that resonate with older voters. Meanwhile, disappointing inflation may have kiboshed a summer rate cut.
Review of the week: The pathetic fallacy
Last Updated: September 30, 2025
Uncomfortable weather hangs over the UK and its markets as everyone waits for a sign of summer.
Review of the week: The year of the election heats up
Last Updated: September 30, 2025
The Year of the Election is already providing warning signs to expect the unexpected. Even when outcomes aren’t a huge surprise, painful (if temporary) pitfalls may lie ahead.
Review of the week: Getting ahead of the Fed
Last Updated: September 30, 2025
Quick take: - Instead of staying flat at 3.4%, US inflation dropped to 3.3% in May - Major 10-year government bond yields dropped roughly 20 basis points last week - UK political manifestos create as many questions as answers
Review of the week: Goodbye to all that?
Last Updated: September 30, 2025
UK inflation is below the central bank’s 2% target for the first time in three and a half years. That should clear the way for further cuts to interest rates.
Review of the week: The wave
Last Updated: September 30, 2025
The right-wing Rassemblement National was the big winner in the first round of French elections, but the most conclusive vote comes this weekend. Before then, the UK votes on its own Parliament.
Review of the week: Labour waltzes to victory
Last Updated: September 30, 2025
Sometimes polls are right and sometimes polls are wrong. Last week, we saw classic examples of both.
Webcast - Multi-asset portfolio update
Last Updated: September 30, 2025
With all the noise in the US markets dominated by the big 5 FAANG stocks; what is happening in the rest of the market and how is the rest of the US economy performing?
Webcast channel
Last Updated: September 30, 2025
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University challenged
Last Updated: September 30, 2025
Graduates in England leave university with debts of more than £50,000 on average. Are there alternatives to studying for a degree or ways to reduce the costs? And if not, should parents who can afford it let their children fall into such heavy debt?