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.

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.

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.

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.

With plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right.

An Iranian missile attack on Israel was thwarted over the weekend. While markets are calm, risks of escalation linger.

Catalysts for the UK market and the Rathbone Income Fund.

It is a question that we and most investment houses have revisited time and time again for the best part of a decade, what is the catalyst for the resurgence of the UK market?

We are delighted to invite you to join Alexandra Jackson, fund manager of Rathbone UK Opportunities Fund and James Thomson, fund manager of Rathbone Global Opportunities Fund as they discuss the opportunities in global and UK equities.