Sue Whitbread
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Aberdeen MPS’ Thomas Watts on the week ahead
Thomas Watts, Senior Investment Analyst, Aberdeen MPS, has shared his thoughts on the economic data releases this week. Today online estate agent Rightmove…
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JOHCM’s EM spotlight: Balancing equity and currency
Investing in overseas markets, including emerging markets, involves taking on two separate, but related, sources of risk and return: the local currency…
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Despite apparent sanguine inflation print, US far from out of the woods
Following the release of the latest US inflation statistics this afternoon, Lindsay James, investment strategist at Quilter, has shared her reaction to…
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AJ Bell: Unemployment rises as labour market shows signs of strain
News has been released today to show that UK unemployment has risen to 4.5% in the three months to March 2025, up…
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Hargreaves Lansdown: Is Japan next in line to negotiate trade tariffs?
Japan’s blue-chip exporters, like autos and steel, are facing high tariffs from the US. This could put pressure on some corporate earnings,…
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Trump, tariffs and trade-offs: what the new UK-US trade deal means for markets and portfolios
The first trade agreement of President Trump’s 2nd term in the White House has gone to the UK. Unveiled on VE Day…
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25bp cut in UK interest rates given inflationary risks – but is it enough? The industry reacts.
As expected, the Bank of England’s Monetary Policy Committee moved to cut interest rates today—albeit cautiously—lowering the base rate from 4.5% to…
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FE Investments: Eurozone emerges unlikely winner of Trump tariff crisis
In a seismic period for markets around the world, US tariffs changed the calculus for many investors. In this update, Charles Younes,…
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Columbia Threadneedle: What do the first 100 days of Trump mean for the next 1,361?
Anthony Willis, Senior Economist at Columbia Threadneedle Investments, has provided this week’s macroeconomic review, a week on from Trump reaching 100 days in office during…
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Fed keeps interest rates unchanged – but flags risks of stagflation given uncertain economic environment
Following this evening’s Federal Reserve’s decision to leave interest rates unchanged in the range of 4.25%-4.5%, as had been largely anticipated by…
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ASK Partners: US economic uncertainty to spark boom in UK real estate investing
As Trump’s economic agenda resurfaces, rooted in protectionism, tariffs, and “America First” rhetoric, markets are experiencing renewed and significant volatility. While the…
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DAX back on track for record high, election debacle at the stock market dismissed
After yesterday’s electoral setback in the German Bundestag, the DAX experienced a drop of around 500 points. However, this did not disrupt…
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All eyes on Threadneedle Street tomorrow as interest rate cut risks are weighed against tariff turmoil – investment strategists share their predictions
The Bank of England’s Monetary Policy Committee (MPC) is widely expected to announce a cut to interest rates tomorrow, but the bigger…
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Mirova: From Liberation Day to Recession Year?
The 2nd of April seemed to mark a turning point, with Donald Trump announcing that he would be imposing much higher tariffs…
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Why tariff chaos has left UK smaller companies up for the fight
Practice sessions in the ancient Japanese sport of sumo feature a ritual known as moshi-ai. In more mundane Western settings – say,…
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ARK Invest: US rolling recession should lead to a productivity-led economic boom and healthier bull market
Cathie Wood, Founder, Chief Executive and Chief Investment Officer of ARK Invest, has said that a US “rolling recession” should lead to…
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ARK Invest’s Cathie Wood says US rolling recession should lead to productivity-led economic boom and healthier bull market
Cathie Wood, Founder, Chief Executive and Chief Investment Officer of ARK Invest, has said that a US “rolling recession” should lead to…
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deVere CEO: Fed getting Trumped!
Stagflation is here — and the markets are finally responding. Growth is fizzling out, yet inflation is proving too stubborn for the…
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Capital.com: US GDP unexpectedly contracts in Q1, first time since 2022
The US economy shrank by 0.3% in the first quarter of 2025, according to preliminary data, marking the first quarterly contraction since…
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Quintet: The outlook for global economies following US GDP and EA GDP figures
Daniele Antonucci, Chief Investment Officer at Quintet Private Bank (parent of Brown Shipley) has provided his thoughts on the US and Euro…
