Economy
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Quilter: War in Middle East likely to challenge inflation outlook, but investors need not overreact
Events in Iran in recent days have brought the vague concept of ‘higher geopolitical risk’ from the back pages of presentations to…
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Spring Statement: Blockbuster unlikely, but announcements could weigh on UK economy & personal finances
Rathbones has shared a preview of the Spring Statement (on 3 March 2026), setting out what it could mean for the UK…
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Syz Group: The SCOTUS tariff ruling
For nearly a year, tariffs have shaped headlines, corporate earnings calls, and geopolitical negotiations. They were presented as leverage, protection, and a…
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IFS: Spring Forecast a chance to take stock of fiscal risks ahead
On 3 March, Rachel Reeves will respond to updated economic and fiscal forecasts from the Office for Budget Responsibility (OBR). With limited…
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Supreme Court strikes down tariffs – what happens now?
Rodney Sullivan, executive director of the Mayo Center of Asset Management at the University of Virginia Darden School of Business, explores what…
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Rathbones: Supreme Court strikes down Trump’s tariffs but it’s not the end of the story
The US Supreme Court caught markets on the hop by ruling 6-3 in favour of declaring President Trump’s IEEPA tariffs illegal. The…
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Supreme Court ruling on Trump tariffs carries major multi-asset implications
The US Supreme Court has ruled that President Trump’s tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were not valid,…
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Evelyn Partners: US economy grew less than expected in Q4
US GDP growth slowed sharply in the fourth quarter, missing expectations and raising fresh concerns about economic momentum. David Goebel, Investment Strategist…
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Sarasin & Partners on AI: history, investment, and the economic path ahead
Adam Hamilton, economist at Sarasin & Partners, outlines why AI is best understood as a gradual, general-purpose technology, with its early economic…
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Quilter Cheviot: UK inflation cools to 3% as pressure mounts for March rate cut
Hot on the heels of yesterday’s dire UK labour market print, this morning’s inflation data will be a welcome relief. Headline CPI…
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