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Review of the week: Back on the Carousel
Last Updated: September 30, 2025
After a solid year for investors, albeit with jarring moments and a pervasive uncertainty, what does 2025 have in store?
Review of the week: Yields up, pound down
Last Updated: September 30, 2025
UK government bonds are under pressure, sending borrowing costs rocketing once again. But it’s not only Britain that’s affected, and it mostly stems from across the Atlantic.
Review of the week: Inauguration Day
Last Updated: September 30, 2025
Government bond yields fell back on better-than-forecast inflation as Donald Trump’s first day in office neared. The big unknown for investors is which tariff policy – we’ve heard many versions – the new administration will land on.
Review of the week: DeepSeek or deep fake?
Last Updated: September 30, 2025
A Chinese start-up says it created an AI tool at a fraction of the cost that Western rivals paid. It shouldn’t be a fatal blow, but the development should trigger answers to lingering investor concerns on runaway chip buying.
Review of the week: All fine bar the tariffs
Last Updated: September 30, 2025
Despite a whirlwind week of tit-for-tat on trade, borrowing costs have fallen back. Will this boon for investors, households and governments outlast the next inflation print?
Review of the week: MEGA moves for Europe
Last Updated: September 30, 2025
American threats to hit Europe with tariffs and abandon NATO may have spurred the EU to loosen the purse strings and invest heavily in infrastructure and its own defence. Continental stocks are rising rapidly in anticipation of a sea change for Europe.
Review of the week: Take a breath
Last Updated: September 30, 2025
American stocks have taken a jolt downward, rattled by an escalating trade war and an unpredictable President. It’s not a time to panic.
Review of the week: The language of trade
Last Updated: September 30, 2025
The US government plans to slap tariffs on virtually all imports to the US as part of ‘Liberation Day’. The details are yet to be revealed, but the most immediate effect is already apparent: higher prices.
Review of the week: The emperor's new tariffs
Last Updated: September 30, 2025
Markets are tumbling fast in response to US tariffs that will upend global trade. Perhaps more dangerous than the policy itself is just how silly it makes the administration look.
Review of the week: Negotiating a trade war
Last Updated: September 30, 2025
Markets continue to recover as US President Donald Trump and his advisers whisper sweet nothings to investors. It’s a brittle sort of recovery though: definitive de-escalation of the global trade war is needed to truly woo investors. Through it all, though, the dollar should still reign supreme.
Review of the week: End of an era
Last Updated: September 30, 2025
Arguably the best investor of all time has decided to retire at the end of the year. Meanwhile, UK interest rates are forecast to fall in a bid to prop up the economy.
Sara Test Event_14022023
Last Updated: September 30, 2025
Sara Test Event_14022023 Body Test quote