Review of the week
Review of the week: Biden bows out
After weeks of pressure, President Joe Biden has abandoned his bid for re-election. Will there be a battle for the Democratic nomination at next month’s party convention in Chicago, or will his successor be coronated quickly?
7 mins
Review of the week: Is the door opening to us rate cuts?
Political violence in the US is overshadowing last week’s big moves in the biggest US stocks, and widespread gains for smaller stocks too.
6 mins
Review of the week: Labour waltzes to victory
Sometimes polls are right and sometimes polls are wrong. Last week, we saw classic examples of both.
5 mins
Review of the week: The wave
The right-wing Rassemblement National was the big winner in the first round of French elections, but the most conclusive vote comes this weekend. Before then, the UK votes on its own Parliament.
7 mins
Review of the week: Political football
France goes to the polls for the first round of voting, the two candidates for the White House spar and the Euro knockout phase begins.
6 mins
Review of the week: Getting ahead of the Fed
The US Federal Reserve rows back on the potential for interest rate cuts even as inflation improves. Meanwhile, the French election also reverberates through bond markets.
7 mins
Review of the week: The year of the election heats up
The Year of the Election is already providing warning signs to expect the unexpected. Even when outcomes aren’t a huge surprise, painful (if temporary) pitfalls may lie ahead.
7 mins
Review of the week: The pathetic fallacy
Uncomfortable weather hangs over the UK and its markets as everyone waits for a sign of summer.
7 mins
Review of the week: Snap election, new policies
With the UK heading to the polls sooner than expected, the government announces policies that resonate with older voters. Meanwhile, disappointing inflation may have kiboshed a summer rate cut.
5 mins
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
Review of the week: The cycle of hope
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
Review of the week: The Federal Reserve riddle
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