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Review of the week: Behind the curtain
Last Updated: September 30, 2025
More is going on behind the curtain of modern China than its leaders would have you believe, if increasing unrest is anything to go by. Meanwhile, Europeans cross their fingers for a mild winter.
Review of the week: The upside down
Last Updated: September 30, 2025
Watchers of Netflix’s Stranger Things will know the Upside Down isn’t a cheery place to be. So what’s going on in bond markets?
Review of the week: 2022 wrapped up
Last Updated: September 30, 2025
We look back at a grim year for financial markets. The rebound in the last few months seems to offer investors some relief, but can we be confident that the worst is over?
Review of the week: An exceptional year
Last Updated: September 30, 2025
One for the ages, 2022 was a whirlwind year that shook up economies and markets. What’s in store for 2023?
Review of the week: New year, new hope
Last Updated: September 30, 2025
Markets were buoyed by fading American inflation, but they may be getting ahead of themselves. Meanwhile, the UK high street reports some rare good news.
A Lidl less compensation
Last Updated: September 30, 2025
The team kick off 2023 discussing the outlook for the year ahead: what stays the same, what changes, and why it’s important not to overreact simply because there’s a new calendar adorning our desks. They also discuss whether consumers trading down in household staples will mean less-resilient revenues, and why they think global skincare and cosmetics giant Estee Lauder presents a different story to its peers.
Review of the week: Bonds vs Fed
Last Updated: September 30, 2025
Signs of economic weakness in America have bond investors hoping the US central bank will soon let up on its path of higher interest rates. But they might be a little early.
Review of the week: Everything, everywhere, all at once
Last Updated: September 30, 2025
It’s a manic week ahead, full of monetary policy, earnings and economic insights. Just the right time for a week of strikes to cause bedlam throughout the UK, from schools to railways.
Review of the week: Blowing a gale
Last Updated: September 30, 2025
Markets were fanned higher by US monetary policy before getting driven backwards by contradictory economic winds. Uncertainty still reigns supreme.
Review of the week: The uncertainty principle
Last Updated: September 30, 2025
After years of upheaval, huge stimulus and changing habits from work to play, the paths of economic growth and inflation disappear into a fog as thick as a February morning. That’s why we’re still cautious about 2023.
Love Satchually
Last Updated: September 30, 2025
Could David’s usual prediction of US stocks beating European ones come a cropper this year? The team also explain why US real estate investment trusts are a different ball game for them vs the UK market, and where there are some exciting opportunities. Finally, the team turn a loving, Valentine’s Day gaze towards European luxury goods giant LVMH and discuss just why the company’s resilient earnings are perhaps worth paying a pretty penny for.
Review of the week: One year on
Last Updated: September 30, 2025
The war in Ukraine has caused misery in Eastern Europe, upended global trade and sharpened world politics. An era of cheap hydrocarbons is now behind us, and further energy shocks could be on the horizon.