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?

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?

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.

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.

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?

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.