Review of the week
Review of the week: A Continental dog’s breakfast
The outlook for Europe looks cloudy as its two largest economies struggle. Comparatively, the UK is doing generally ok. It’s only the US that continues to power ahead.
1 min
Review of the week: I predict a riot
A plan to sort out France’s unsustainable state spending is in jeopardy as another government is threatened with dissolution by the parliament. Meanwhile, chances improve for a December interest rate cut in the US.
1 min
Review of the week: A tough COP
Developed nations have agreed to a three-fold increase to clean energy and climate mitigation funding for poorer countries, but with a 10-year phase-in. Meanwhile, advanced nations are battling spiralling energy costs – some more than others.
1 min
Review of the week: UK growth deflated
The UK economy hit the wall last quarter, while inflation started rising again. In the US, expectations of interest rate cuts have cooled since Donald Trump was elected President.
1 min
Review of the week: A tale of 2 markets
Equity and bond investors had opposite reactions to the US election. But Trump 2.0 may have less influence than investors first hoped or feared.
1 min
Review of the week: Too close to call
Bond yields rise in the aftermath of the UK Budget and with Americans poised to go to the polls.
1 min
Review of the week: Preparing for a tough Budget
Labour will deliver its first Budget in almost 15 years this week. With little wiggle room and a shopping list of problems, it will be hard for the Chancellor to please anyone.
1 min
Review of the week: Goodbye to all that?
UK inflation is below the central bank’s 2% target for the first time in three and a half years. That should clear the way for further cuts to interest rates.
1 min
Review of the week: France cuts spending, ECB to cut rates?
The twin engines of the European economy, Germany and France, are sputtering. With inflation falling and France turning to austerity, will the central bank come to the rescue?
1 min
Review of the week: Jobs bounce back
America’s fading jobs market reversed course last month, with a surge of new jobs created. What does this mean for the path of interest rates?
1 min
Review of the week: The return of the dragon
The year of the dragon hasn’t been an auspicious one for China so far. Its leaders are trying to turn that around with a wall of money to kickstart its sputtering economy.
1 min
Review of the week: The Fed goes big
Interest rates have finally dropped in the US after a double-barrelled cut. But will they fall as fast from here as investors expect?
1 min