News

Whatever you may think of him and his politics, there seems little doubt that Trump has polarised Europe to finally come together and...

Britain’s fiscal fiddling has come to the attention of the International Monetary Fund (IMF). On Tuesday, in its annual health check of...

It came as no surprise, given Rachel Reeves’ employer NI tax rises and an increase to the minimum wage that came in during April, that UK...

A jumbo jet worth an estimated $400m and replete with golden bathrooms and wood trimmings is proving irresistible to Donald Trump, though...

Yesterday the Bank of England announced that they would cut UK interest rates by 0.25% to 4.25%. This was not the only good news for the...

I am afraid we have another week dominated by you know who, standing firm, then buckling under renewed pressure against his global tariff...

It has been a better week for investment markets as Donald Trump has started to signal a further retreat on his tariffs as more CEOs warn...

President Trump has long extolled the virtues of tariffs. You have to say American voters should have known what they were getting, even...

I am afraid I have no choice; today’s update is indeed all about President Donald Trump. On Wednesday we had the much discussed...

Wednesday’s spring statement gave Rachel Reeves an opportunity to convince us that she has put the UK public finances on a stable...

This has been an interesting week of announcements from the major developed market central banks. First off was Jerome Powell, Chair of...

Financial markets have witnessed a dramatic change in leadership, as US equities continue to struggle in the face of President Trump’s...

The European push to support Ukraine has stepped up a significant notch this week with Germany now announcing a huge raft of spending...

It’s been another week of news focused on Trump and the Ukraine, with Prime Minister Starmer promising to increase his UK defence budget...

I did try very hard to avoid Donald Trump last week, however I am afraid this week he has forced his way back into my weekly musings. Be...

The Bank of England’s (BoE) decision to cut interest rates by 0.25% last week was widely anticipated, but it still stunned some...

I appreciate that by the time you read this President Trump has probably staked claim to another piece of global real estate to go with...

A slightly different US aspect to start the week as we were back on interest rate watch, with the first policy announcement of the New...

It was good to focus on the UK last week, as I had a sneaky suspicion that this week would be all about the return of Donald Trump. As it...

There has been growing commentary around the US big-cap stocks’ valuation premium over UK stocks that has risen to record levels since...