Review of the week: The Chancellor’s Goodwill Hunting
The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?
5 mins
The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?
5 mins
Updates on inflation and unemployment arrive this week. Will they give investors more clarity about the paths of interest rates?
5 mins
Central bankers have sat on their hands for another month, sending the prices of stocks and bonds soaring. While interest rates seem to have peaked, the full effects of previous increases are yet to be felt by households and businesses.
5 mins
There’s a veritable sea of moving parts out there in the global economy, which are keeping investors on edge. The big question is, how will they influence central bankers?
4 mins
The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But the welcome fading of these shocks doesn’t mean that we’re returning to an environment just like the one before they hit.
6 mins
The US House of Representatives is struggling to agree on a new Speaker as the US ticks toward a shutdown of government. Strangely, stocks seem more perturbed by strong economic growth.
7 mins
Big banks are reporting strong profits so far this quarter, but how will the rest of the market fare? And is higher-than-usual inflation making people glum?
6 mins
This week has seen harrowing atrocities committed by the terrorist group Hamas against Israeli civilians. With so far more than 1,200 people reported to have been killed, this is the most serious cross-border attack Israel has faced in decades.
3 mins
As the inflationary shocks caused by the pandemic and war in Ukraine finally begin to unwind, we take a look at how the world has changed profoundly, and the opportunities available to us as investors along with it.
1 min
Central bankers in the US and UK decided interest rates shouldn’t go higher in September; bond investors disagreed.
6 mins
In hindsight we underestimated the resilience of the global economy in 2023 and could have advocated taking more risk. But as Rathbones’ Co-CIO Ed Smith explains in this video, global earnings have been falling since January and equity markets have been largely driven by sentiment.
1 min
The darkest hour for economic indicators is still approaching; then comes the dawn.
11 mins