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Review of the week: Tighter money
Last Updated: September 30, 2025
The years of loose money are coming to an end. That will cause some short-term upheaval in markets, but if economies remain strong stocks should soon bounce back.
Review of the week: Bank on a tough year
Last Updated: September 30, 2025
The Bank of England seems poised to raise interest rates aggressively to combat inflation, yet its explanations don’t square with its own forecasts and analysis. Expect fewer hikes than the market currently implies.
Review of the week: War looms
Last Updated: September 30, 2025
Talks to ward off conflict over Ukraine are failing and a Russian invasion is reportedly imminent. Is it brinkmanship or a real risk?
MAMAA mia
Last Updated: September 30, 2025
On this month’s episode of The Sharpe End, David, Will and Rahab question whether the Bank of England hiking rates will be good for the UK economy. Also, what do the latest earnings from the FAANG, or now MAMAA, stocks tell us? And they share their thoughts on the rise of activist investors targeting company management.
Review of the week: Back to the shops
Last Updated: September 30, 2025
UK retail sales bounced back after a COVID-crushed Christmas. Yet the longest income squeeze since Sir Robert Peel was Prime Minister is set to intensify in the coming months.
Review of the week: Defiance
Last Updated: September 30, 2025
Russia’s invasion at first wrong-footed both Ukraine and the West, but the defenders’ resolve has been tougher than expected. Now, financial sanctions are hitting Russians hard.
Review of the week: The tie that binds
Last Updated: September 30, 2025
The war in Ukraine has united typically quarrelsome European states against Russian aggression. Meanwhile, unity in President Vladimir Putin’s nation has been enforced through the strength of an authoritarian regime.
Dark days
Last Updated: September 30, 2025
This month David, Will, and Craig discuss the various long and short-term market implications of the conflict between Russia and Ukraine and how they are attempting to navigate these in portfolios.
Review of the week: Changing point
Last Updated: September 30, 2025
Commodity markets are fuelling further inflation and putting global growth at risk. Central banks have shown they want to unwind years of emergency monetary policy regardless, sending bond yields higher.
Review of the week: Bourses bounce back
Last Updated: September 30, 2025
This year has been grim so far, yet equities recovered much of their losses last week. Meanwhile, oil prices are all over the place and COVID-19 is wreaking havoc in the East.
Review of the week: An economic rerun of the 1970s?
Last Updated: September 30, 2025
The 1970s suddenly seem relevant again given soaring oil prices, high inflation and rising interest rates. But we’re not expecting a rerun of 1970s-style spiralling prices, sputtering economic growth and weak equity market returns.
Review of the week: A pinch and a punch
Last Updated: September 30, 2025
Cost of living fears seem to be peaking in the UK as a raft of important protections end. How will the economy hold up as households and companies tighten their belts?