Review of the week: The pathetic fallacy
Uncomfortable weather hangs over the UK and its markets as everyone waits for a sign of summer.
6 mins
Uncomfortable weather hangs over the UK and its markets as everyone waits for a sign of summer.
6 mins
With the UK heading to the polls sooner than expected, the government announces policies that resonate with older voters. Meanwhile, disappointing inflation may have kiboshed a summer rate cut.
4 mins
US economic data is softening, yet there seems a way to go before interest rates start to fall. On this side of the Atlantic it’s the complete opposite.
5 mins
A run of weaker data is rekindling expectations of US interest rate cuts. They’re more likely to arrive on the other side of the Atlantic, yet even there risks of overoptimism remain.
5 mins
Fading strength in the labour market and services businesses have increased hopes that interest rates can still be cut this year. Everybody is watching the Fed watch the data.
4 mins
The great uncertainty over whether and when US interest rates will fall took a twist with first-quarter GDP. Much slower growth, offsetting dynamics and higher inflation are creating a puzzle.
5 mins
The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.
5 mins
An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.
5 mins
A blowout jobs report is tipping bets towards fewer US interest rate cuts this year. What happens if inflation continues to bounce higher this week?
4 mins
A resilient economy is giving investors increased confidence to move beyond the Magnificent Seven and into corners of the market that have lagged. This broadening trend is very encouraging.
4 mins
After the flurry of central bank decisions last week, what did we learn about when (and how much) the big hitters plan to cut rates?
5 mins
In a wave of central bank meetings this week, one of them is truly different. While all other developed world policymakers are pondering rate cuts, only Japan is considering rate hikes.
5 mins