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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?
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