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Review of the week: Jobs bounce back
Last Updated: September 30, 2025
America’s fading jobs market reversed course last month, with a surge of new jobs created. What does this mean for the path of interest rates?
Review of the week: France cuts spending, ECB to cut rates?
Last Updated: September 30, 2025
The twin engines of the European economy, Germany and France, are sputtering. With inflation falling and France turning to austerity, will the central bank come to the rescue?
Review of the week: Preparing for a tough Budget
Last Updated: September 30, 2025
Labour will deliver its first Budget in almost 15 years this week. With little wiggle room and a shopping list of problems, it will be hard for the Chancellor to please anyone.
Review of the week: Too close to call
Last Updated: September 30, 2025
Bond yields rise in the aftermath of the UK Budget and with Americans poised to go to the polls.
Trump Ad-Vance
Last Updated: September 30, 2025
A lot going on this month, so the team focus on two rather large events which took place within a week of each other.
Review of the week: A tale of 2 markets
Last Updated: September 30, 2025
Equity and bond investors had opposite reactions to the US election. But Trump 2.0 may have less influence than investors first hoped or feared.
Review of the week: UK growth deflated
Last Updated: September 30, 2025
The UK economy hit the wall last quarter, while inflation started rising again. In the US, expectations of interest rate cuts have cooled since Donald Trump was elected President.
Review of the week: A tough COP
Last Updated: September 30, 2025
Developed nations have agreed to a three-fold increase to clean energy and climate mitigation funding for poorer countries, but with a 10-year phase-in. Meanwhile, advanced nations are battling spiralling energy costs – some more than others.
Review of the week: I predict a riot
Last Updated: September 30, 2025
A plan to sort out France’s unsustainable state spending is in jeopardy as another government is threatened with dissolution by the parliament. Meanwhile, chances improve for a December interest rate cut in the US.
Why clients are asking about the ACT Framework | November 2024
Last Updated: September 30, 2025
Watch David Coombs discuss the City Hive ACT Framework's role in fostering transparency, accountability and cultural change in investment management, and why fund selectors are pushing for more Signatories.
Review of the week: A Continental dog’s breakfast
Last Updated: September 30, 2025
The outlook for Europe looks cloudy as its two largest economies struggle. Comparatively, the UK is doing generally ok. It’s only the US that continues to power ahead.
Review of the week: Tis the season for a rate cut
Last Updated: September 30, 2025
As 2024 winds down and Wall Street is lit up like a Christmas tree, there’s still plenty to keep us on our toes. Will central banks bring glad tidings?