Knowledge and Insight - Economy

The year of the dragon hasn’t been an auspicious one for China so far. Its leaders are trying to turn that around with a wall of money to kickstart its sputtering economy.

In his latest video update, Rathbones co-CIO Ed Smith warns against excessive expectations for US interest rate cuts – and against over-reacting to stock market volatility.

Subsiding inflation has allowed interest rates to fall – but are bond markets factoring in too much?

Interest rates have finally dropped in the US after a double-barrelled cut. But will they fall as fast from here as investors expect?

The US presidential election is looking tight. What would a Democrat or Republican victory mean for markets?

The wait for US interest rate cuts is over. Everyone expects the US Federal Reserve to move this week, the question is how far will it go? 

Stocks are down on underwhelming US economic numbers, but the central bank is likely to ride to the rescue.

Markets started wild as recession fears rose, yet became more orderly as last week progressed. Will the calm remain?

Stock markets around the world are being rocked as investors take fright about whether America is headed for recession in the coming months. Yet why is Japan at the epicentre?

Watch our latest investment video for help answering these investing questions and more:

Why are smaller stocks outperforming larger ones?
What’s the outlook for US technology stocks?
Will the Federal Reserve cut interest rates soon?

After months of waiting, there’s a strong chance that interest rates may fall in the UK this week. Across the Atlantic, the longed-for cuts won’t be till the autumn, if markets are correct.

The spending restraint pencilled in by the new Chancellor almost certainly won’t happen, and she may find ways within the rules to borrow more. But investors understand the “fiscal fiction” in the current plans and are likely to tolerate some deviation from them.