Late cycle blues and looking for future policy clues
Last time round, it was a tariff tantrum. One week on and it was the turn of US regional banks to trigger a market wobble after Western Alliance…
Quilter Cheviot
Tariff tantrum 2.0?
Trade tariffs came back to the fore of investors’ minds last week, after USPresident Donald Trump…
Central banks in spotlight: US rate cut and UK inflation
Last week was dominated by the Federal Reserve meeting where the Federal Open Market Committee…
UK Economy Stagnates
The UK economy recorded no growth in July and after a strong start to the year it seems…
Trump steps up attacks on the Fed
Fears that the Federal Reserve’s independence is being eroded grew last week after US President Donald Trump…
Stocks recover despite new tariffs
Global equities moved higher last week, recouping some of the losses of the previous week even though the US…
Markets welcome eu-us trade deal
The European Union has struck the biggest trade deal so far with the US, signalling more positive news…
Inflation data moves higher
Inflation metrics on both sides of the Atlantic moved higher in June, providing food for thought for central bank…
Tariffs back in the spotlight
US President Donald Trump has brought trade tariffs back to the front and centre of investors’ minds…
Is it time for that four letter word?