Review of the week: Divergence emerges
US economic data is softening, yet there seems a way to go before interest rates start to fall. On this side of the Atlantic it’s the complete opposite.
6 mins
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US economic data is softening, yet there seems a way to go before interest rates start to fall. On this side of the Atlantic it’s the complete opposite.
6 mins
Watch David Coombs, Head of Multi-Asset Investments, along with other panellists, as they discuss the current investment landscape.
1 min
In an election extravaganza of a year the team discuss how they will navigate the many political changes which may be ahead, Plus, they delve into diversification and the UK medical equipment company Smith & Nephew.
2 mins
A run of weaker data is rekindling expectations of US interest rate cuts. They’re more likely to arrive on the other side of the Atlantic, yet even there risks of overoptimism remain.
5 mins
Fading strength in the labour market and services businesses have increased hopes that interest rates can still be cut this year. Everybody is watching the Fed watch the data.
5 mins
The great uncertainty over whether and when US interest rates will fall took a twist with first-quarter GDP. Much slower growth, offsetting dynamics and higher inflation are creating a puzzle.
6 mins
The mean-average American family is worth $1 million after years of soaring growth, wealth and income. This matters for inflation, future interest rates and the strength of the dollar.
6 mins
An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.
6 mins
A blowout jobs report is tipping bets towards fewer US interest rate cuts this year. What happens if inflation continues to bounce higher this week?
4 mins
A resilient economy is giving investors increased confidence to move beyond the Magnificent Seven and into corners of the market that have lagged. This broadening trend is very encouraging.
4 mins
After the flurry of central bank decisions last week, what did we learn about when (and how much) the big hitters plan to cut rates?
5 mins
While the US economy and markets seemingly look in a pretty good place right now, the team discuss one of the potential flies in the ointment: US commercial real estate. Many worries have been floated about large cuts to office property values – are they valid? And if so what second order impacts could there be? The focus then turns eastward to the rise of Japan’s stock market and increased investor interest. This leads the team to discuss whether years of corporate reform could mean a new dawn for the nation or just another false one. Finally, the Magnificent Seven is tackled head on as the team discuss Nvidia, the darling of the market, to highlight what the company does, how it has changed, and why it has earned plaudits and a stratospheric share price rise.
2 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
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