Economy
-
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…
-
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…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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,…
Wealth DFM Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
Wealth DFM Talk Podcast – listen to the latest episode
