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?

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.

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?

We are delighted to invite you to our upcoming webcast with David Coombs, Head of Multi-Asset Investments on Wednesday 24 April at 10.00am.

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.

In a wave of central bank meetings this week, one of them is truly different. While all other developed world policymakers are pondering rate cuts, only Japan is considering rate hikes.

Problems with UK labour surveys are making it hard to know the true rate of unemployment. Meanwhile, the Chancellor releases a tax-cutting Budget that leaves the next government with tough choices.

The Chancellor hopes to narrow Labour’s yawning lead in opinion polls with a tax-cutting Budget. Giveaways may be stymied by a poor economy and higher costs of public services.