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Review of the week: Poof, like magic
Last Updated: September 30, 2025
Banks are very powerful, but very fragile. That’s because they are dependent on people and their ability to believe.
Review of the week: The fear bug strikes again
Last Updated: September 30, 2025
Strong gains for Europe’s banks last week were reversed by Friday’s close. With the fear bug spreading, can we be confident it won’t strike again?
Review of the week: Back on track?
Last Updated: September 30, 2025
Stocks and bonds ended the month – and first quarter –nearing the top ends of the trading ranges in place since late last year. But there’s still much uncertainty about the inflation and growth outlook, particularly if energy prices start rising again.
Review of the week: The world has changed
Last Updated: September 30, 2025
Money was easy to come by in the 2010s, for businesses, households and governments. With interest rates now much higher, hard decisions loom.
Review of the week: The cost of drama
Last Updated: September 30, 2025
Markets are riven over weighty questions about the economic strength of our households and businesses clashing with higher living costs, and all the while lurks the menace of unknown consequences created by a rapidly changed world.
Wake me up when recession ends
Last Updated: September 30, 2025
Given all the recession chat, Rahab tries to bring some positivity to this episode and challenges Will and David to build a bull case for investing. Following the UK’s Green Day announcements, the team also discuss why it seems net-zero is falling down the priority list, what this means for electric vehicles and why they believe global auto technology company Aptiv could be the winner in this space.
Review of the week: Markets on edge as earnings season picks up pace
Last Updated: September 30, 2025
Investors are fearful of an earnings recession as reporting season steams ahead. Meanwhile, China’s first-quarter GDP estimate suggests its recovery is proving uneven.
Review of the week: Banking eagle, hawked
Last Updated: September 30, 2025
A regional bank caught up in the March banking crisis has been forcibly sold by an American regulator. Hopefully this marks the end of the chapter.
Review of the week: A very British coronation
Last Updated: September 30, 2025
A King is crowned and most of England went to the polls last week. Coming up is a Bank of England rate hike and an update for American inflation.
Dancing on the debt ceiling
Last Updated: September 30, 2025
Is America approaching the finish line for interest rate hikes? The team discuss the latest from the other side of the pond, including all the fun of the debt ceiling political football. Meanwhile, are the fears and stresses in the commercial property market signs of an opportunity or a justified warning to stay well away? That leads the team to ponder US insulation and roofing business, Owens Corning, and the tailwinds that should support the company in coming years.
Review of the week: Expectations vs reality
Last Updated: September 30, 2025
There’s a disconnect between how everyone feels and how stock markets are moving. Meanwhile, the US debt ceiling looms ever larger.
Review of the week: The money eraser
Last Updated: September 30, 2025
Inflation can often seem an abstract concept. Not lately, though: everyone is keenly aware of soaring prices. Is inflation finally starting to drop?