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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.
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.