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Review of the week: Monetary mea culpa
Last Updated: September 30, 2025
UK inflation simply won’t drop as fast as everyone hopes, leading the Bank of England to admit it needs a new model. Meanwhile, a compromise is proposed to kick the can on the US debt ceiling till after the next election.
Review of the week: The great retirement
Last Updated: September 30, 2025
The UK labour market is in a huge state of flux. The population is ageing fast, people are retiring earlier and changes to immigration are leading to a lack of ‘unskilled’ workers.
Review of the week: Skip, hop and jump?
Last Updated: September 30, 2025
All eyes are on the direction of central bank monetary policy. After expecting a policy pivot, investors now think the most likely outcome is a skip in tightening followed by a hop to pause mode before a jump to interest rate cuts.
Lord of the Fireflies
Last Updated: September 30, 2025
Commodities have fallen from their lofty 2022 heights, so are they starting to get interesting again? The team discuss the fortunes of everything from foodstuffs to metals through energy, given the ever-changing backdrop for commodities. Meanwhile, is AI the revolutionary force people are excited about, or another fad generating a bout of market hype? Will long-time holding Adobe, a digital marketing tool supplier known for the humble PDF, harness AI or get eaten by it?
Review of the week: Take the long view on rates
Last Updated: September 30, 2025
UK inflation may shock gilt markets this week. But if so it’s likely to be a passing phase as price rises continue to cool over the summer.
Review of the week: An independent scapegoat?
Last Updated: September 30, 2025
The Bank of England is throwing the kitchen sink at runaway inflation. Will it be enough, and are there some things that are outside its control?
Review of the week: No rain, no rain
Last Updated: September 30, 2025
Economic data has been confusing for a while. Thankfully, there’s a central bank hiatus just big enough to slip Wimbledon into.
Review of the week: Interesting times for bonds
Last Updated: September 30, 2025
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up
Hips don’t lie
Last Updated: September 30, 2025
The chemicals sector is often the canary in the economic coal mine, so a spate of profit warnings spark a discussion among the team. Meanwhile, is the pent-up demand from COVID-delayed elective surgeries finally coming on stream, and what would it mean for med-tech companies? Finally, the team takes a deep dive on German industrial giant Siemens, which has spent a decade reshaping its business.
Review of the week: Running hot and cold
Last Updated: September 30, 2025
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
Review of the week: Which path are we on?
Last Updated: September 30, 2025
Updates on inflation and unemployment arrive this week. Will they give investors more clarity about the paths of interest rates?
Review of the week: Rolling Returns
Last Updated: September 30, 2025
A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.