In a week where the US Federal Reserve (Fed) kept interest rates steady, followed by the Bank of England (BoE), the lack of a rate rise...

Equity markets liked what they heard from the European Central Bank (ECB) yesterday, with a 0.25% rate rise being followed by suggestions...

It was interesting to read more this week about another reason for falling profits from retailers – the rise of “shrink”. This is the...

Falling prices in China are adding pressure on policy makers to set up monetary and fiscal support even as signs that the decline is...

UK interest rates rose as expected by 0.25% yesterday and Andrew Bailey explained that this is unlikely to be the last rate rise as the...

It has been quite a week, with the wildfires burning in Europe and North America, Nigel Farage putting the heat on Coutts / Natwest and...

Last week US inflation came in lower than expected and this week it was the turn of the UK to produce a promising reduction from 8.7% to...

Markets had a better time of it this week, mainly on the back of better than expected US inflation figures announced on Wednesday....

There is a popular narrative that many of our woes have been caused by low interest rates, in place since 2008. The birth of crypto and...

The alleged mutiny by the Wagner mercenary group in Russia may have been brief, but it raises fundamental questions about Russian...

This week UK headline inflation remained stubbornly high at 8.7%, yet core inflation (excluding food and energy prices) rose from 6.8% to...

That settles it. It is Beyonce’s fault. Central banks seem very keen to find an excuse that inflation is not their fault, so they must...

I must begin with comment on the further deterioration of events in the Ukraine. The floodwaters from the destruction of Ukraine’s giant...

Ukraine continues to polarise the western world against Russia and the recent battle for Bakhmut, a four hundred year old city with a...

The US debt ceiling discussions are reaching a crescendo and whilst we do not believe that the US will actually voluntarily default on...

The Bank of England raised rates by the expected 0.25% yesterday, with a 7-2 vote in favour of the rise, taking interest rates to their...

Taking a brief break from the markets, that are once again digesting another batch of interest rate rises in the US and Europe, and more...

In a muddled world of current cyclical pressures mixed with longer-term geopolitical, demographic and clean energy transition shifts,...

We continue to move closer to the peak in the developed market interest rate cycle as the US is making real progress in its inflation...

Inflation was front and central once more in market reporting this week, with US inflation falling slightly more than expected. Wednesday...