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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.
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: The cycle of hope
Last Updated: September 30, 2025
Quick take: - US jobs growth slowed significantly in April, with nonfarm payrolls dropping to 175,000 from 315,000 the previous month - The University of Michigan Consumer Sentiment Survey plummeted from 77.2 to 67.4 in May as Americans became more downbeat on inflation - The number of Bank of England policymakers voting to cut interest rates doubled to two last week, raising expectations of a summer cut in the UK
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.