Filters
Review of the week: So bearish, it’s bullish
Last Updated: September 30, 2025
Ever been so happy it makes you sad? Ever been so distraught it makes you smile? Humanity is complicated, which makes markets tough to read as well.
Review of the week: Is hot wage growth cooling?
Last Updated: September 30, 2025
Financial markets remain volatile as they try to gauge whether the healthy jobs market could stoke too-high inflation. Meanwhile, tensions between Prime Minister Boris Johnson and his party are escalating sharply.
Review of the week: Inflation persists
Last Updated: September 30, 2025
The price level is yet to find a ceiling, so the value of stocks and bonds have no floor. Markets will swing between hope and despair until inflation is inarguably falling.
Review of the week: Growth fears rise
Last Updated: September 30, 2025
With inflation running hot, central bankers are gearing up to hike interest rates fast. But this is worrying investors who think the economy may not be able to take it.
Review of the week: Back to the future
Last Updated: September 30, 2025
A solid drop in bond yields helped boost stocks and reminds us of the earlier days of ultra-modern monetary policy. Meanwhile, gas prices see-saw on the Atlantic fulcrum.
Review of the week: A tale of halves
Last Updated: September 30, 2025
It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.
Review of the week: No, Prime Minister
Last Updated: September 30, 2025
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
Review of the week: Hotting up
Last Updated: September 30, 2025
The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?
Review of the week: All eyes on the US
Last Updated: September 30, 2025
The eyes of the world’s markets are firmly on the US as it gears up for a critical week of economic data releases and corporate earnings announcements.
Review of the week: England’s pride
Last Updated: September 30, 2025
A faultless tournament from the English women’s football team lands a team of dreamers a top-shelf prize, offering a welcome ray of good news in a tough year.
Review of the week: Bailey’s warning
Last Updated: September 30, 2025
The Old Lady of Threadneedle Street is putting off a ghoulish vibe, giving people the chills despite the summer drought.
Penny Drain
Last Updated: September 30, 2025
We may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.