Library

Capital markets were a sea of green in Donald Trump’s first week back. US investors like his tax cut, deregulation agenda, but we have argued they might be underestimating the risks. Britons and Europeans might be biased though – as one survey...

Global stocks bounced back 2% last week and bond markets calmed. UK investors did not even have to rely on a weak pound to boost sterling-based returns. UK government bonds recovered from the previous sell-off, as we cover below. Lower-than-expected inflation data...

UK bond yield surge – more than meets the eye Bond markets took centre stage again last week. Globally, yields went up thanks to US economic strength – but UK media focussed on UK bond turmoil, as yields spiked more sharply than...

December’s market-moving events – most notably the Fed telling markets ‘bah humbug’ – didn’t spoil 2024’s year-long party in US equities; they just stopped it a little early. Investors have grown extremely confident about US growth since Trump’s election win, expecting tax...