How likely is a US recession?
Is the US economy heading towards a recession? This question is causing concern across the globe, given the US’s status as the world’s largest economy and the issuer of the dominant currency. When the US economy falters, it has ripple effects that impact the rest of the world. Typically, governments tend to paint a positive […]
Markets start pricing in Trump’s ignorance
The 2008 financial crisis dealt a heavy blow to the credibility of neoliberal economists. Blamed for promoting unchecked capitalism, economists like Milton Friedman were accused of contributing to the overvaluation of the US mortgage-backed securities market. This failure to identify the vulnerability in the mortgage market led to a catastrophic global recession. In the aftermath […]
Listing rules change leaves a sour taste for Tate & Lyle investors
Tate & Lyle (TATE) has undergone a significant transformation in recent years, moving away from its traditional image as a sugar company to become a growth-focused speciality food and beverage solutions business. This shift has not been without its challenges, with the share price remaining stagnant for the past two decades. In 2010, Tate & […]
How smart investors react to a trade war
The recent week of turmoil on global stock markets came to an unexpected halt when US President Donald Trump softened his stance on tariffs. Trump’s aggressive tariffs had caused trillions of dollars in market value to be lost, leading to the sharpest declines in years. Specifically targeting countries with high trade surpluses, Trump imposed tariffs […]
The bond market spares Rachel Reeves – for now
After the recent Spring Statement by Chancellor Rachel Reeves, the gilt markets remained calm, with minimal movement in the 10-year yield. This stability was a relief for the Labour government, especially given the turbulent market conditions experienced in October and the fallout from the 2022 “mini” Budget. Reeves’s emphasis on fiscal credibility played a significant […]
Common sense in short supply on both sides of the Atlantic
The recent tariffs imposed by Donald Trump on trading partners, including the UK, have raised questions about whether they will lead to liberation or liability for the global economy. Despite initial skepticism from investors, it is clear that these tariffs will have far-reaching economic consequences that may not benefit the US in the long run. […]
How popular tracker funds are handling the sell-off
The current market conditions have been quite volatile, leading to significant fluctuations in various funds. As investors seek safe havens, the iShares Gold Producers ETF (SPGP) has seen a substantial increase of almost one-third in 2025. On the other hand, some funds have not fared as well. The WisdomTree Blockchain ETF (BKCN) has experienced a […]
The double trouble facing global funds
The recent weeks have been challenging for global investors, with the S&P 500 experiencing significant losses. The reasons behind this downturn are quite evident, ranging from escalating trade tensions to the looming threat of a recession, and the realization that the narrative of US exceptionalism may be faltering. However, another factor has exacerbated the losses […]
Why New York’s latest IPO is a warning to everyone
The recent listing of AI data centre company CoreWeave on the New York Stock Exchange has provided valuable insights into the economics of the AI industry. CoreWeave’s journey from Bitcoin mining to AI computing has been marked by rapid growth, with sales increasing from $16mn to $1.9bn in just two years. The company now boasts […]
Reeves’ economic tightrope may soon give way
The recent Spring Statement delivered by the government was a cautious attempt to maintain stability in a tumultuous economic environment. Chancellor Rachel Reeves made some tough decisions, including cuts to disability benefits and government spending, in order to address fiscal challenges caused by weaker growth and higher borrowing costs. These measures were necessary to restore […]