Investments

All Brexit signs point to a general election

This week has seen a flurry of Brexit headlines, each one both calling an end to the process and somehow extending the whole saga at the same time. While trying to guess what the government is actually doing in these talks is difficult, not least for the…

Businesses expecting a recession

This week there were no end of strange headlines, from Trump tries to buy Greenland to Trump declares himself the chosen one, but its likely they were all an attempt to obscure the one headline that really mattered; the latest survey of purchasing…

Markets amplify global headwinds

This week was another eventful one for global markets. They fell at the start of the week on news that Trump was going to ramp up his trade war with China, rose when he decided not to and then plummeted again when weak data out of China and Germany stoked fears of a global recession.

The shifting trade war landscape

First, it was the tariffs wars which saw commodities slapped with additional levies, eventually ramping up to all imports from China. Then the focus shifted to technology with US companies considering moving their production lines out of China, with Huawei and Chinese drone…

Did the Fed cut rates too soon?

Positive US payroll numbers, strong corporate earnings, and modest growth isn’t normally used as a base case to cut interest rates but this week, the Fed cut interest rates by a quarter percent. The Fed cited muted inflation pressures and implications of global developments as the...