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Review of the week: A way forward?
Last Updated: September 30, 2025
A new deal for the Northern Irish border is imminent, bringing hope of greater clarity on Brexit for the UK. Meanwhile, the outlook for global inflation only gets foggier.
Review of the week: The bank of mum and dad
Last Updated: September 30, 2025
UK central bankers fall into an age-old parenting trap while talking to investors. Also, we look at the differences between official statistics and new ‘real-time’ series.
Review of the week: Move fast and break
Last Updated: September 30, 2025
When banks fail they do so suddenly and the shock can create panic that spreads trouble to other lenders. That’s why US regulators have stepped in swiftly and unambiguously.
Sleepless in Silicon Valley
Last Updated: September 30, 2025
Trying to unpick the turmoil in the banking sector, the team discuss what happened in the last week or so and what it means for the future, and explain what action they’ve taken as a result. Their gaze then shifts to our fair shores as they ask whether, after a few years in the investment wilderness, the UK could be on the precipice of some structural changes that might support the economy and perhaps the equity market too.
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.