Review of the week: France cuts spending, ECB to cut rates?
The twin engines of the European economy, Germany and France, are sputtering. With inflation falling and France turning to austerity, will the central bank come to the rescue?
5 mins
The twin engines of the European economy, Germany and France, are sputtering. With inflation falling and France turning to austerity, will the central bank come to the rescue?
5 mins
America’s fading jobs market reversed course last month, with a surge of new jobs created. What does this mean for the path of interest rates?
5 mins
Elections challenge investors’ ability to maintain a calm, dispassionate view like nothing else, and no election exemplifies this better than America’s choice for its next President. When you cut through the fog of the emotive and partisan headlines, the broad features of the investing landscape look like they are here to stay as former President Donald Trump takes on Vice President Kamala Harris – both have embraced protectionism and an active government role in directing investment, and are tolerant of taking on more debt. Yet their two parties agree on little beyond these general principals.
1 min
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.
7 mins
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.
1 min
Subsiding inflation has allowed interest rates to fall – but are bond markets factoring in too much?
10 mins
Interest rates have finally dropped in the US after a double-barrelled cut. But will they fall as fast from here as investors expect?
4 mins
The US presidential election is looking tight. What would a Democrat or Republican victory mean for markets?
4 mins
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?
6 mins
Stocks are down on underwhelming US economic numbers, but the central bank is likely to ride to the rescue.
5 mins
Markets started wild as recession fears rose, yet became more orderly as last week progressed. Will the calm remain?
6 mins
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?
7 mins