European
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Bank set to deliver a Christmas interest rate cut, but, says Laith Khalaf, the 2026 outlook might put the champagne on ice
At next week’s meeting, the Bank of England’s MPC is largely expected to deliver a Christmas interest rate cut in an attempt…
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Fed cuts rates as labour market takes priority amid growth uncertainty | Industry reaction
The US Federal Reserve’s Federal Open Market Committee (FOMC) has delivered a 25 basis point rate cut, bringing the target range to…
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Fidelity’s Market Week: Jemma Slingo comments on rising rate-cut expectations as investors eye a big December finish
All eyes turn to the Fed on Wednesday, where rising odds of a December rate cut have helped global equities regain momentum.…
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Fed rate cut likely on December 10 – tone and dot plots will set the 2026 trajectory
A December 10 Fed rate cut is increasingly expected, with analysis from Oliver Faizallah, Head of Fixed Income Research at Charles Stanley,…
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Columbia Threadneedle: Can we now move on from the UK budget?
In his weekly macroeconomic review Anthony Willis, Senior Economist at Columbia Threadneedle Investments, is reflecting on last week’s Budget whilst also looking ahead to whether we might…
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December starts with anticipation about the Fed meeting and direction for US interest rates says Capital.com’s Hathorn
Capital.com Senior Market Analyst, Daniela Hathorn, looks ahead to next week’s FOMC meeting and Fed interest rate decision Hathorn says: “Last week’s…
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DSIT highlights tech and science initiatives in Autumn Budget
The Government’s Autumn Budget included a push to support UK technology and science-led companies, with measures designed to encourage start-ups, scale-ups, and…
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The IA’s Chris Cummings backs Autumn Budget’s focus on innovation and UK listings
Chris Cummings, Chief Executive of the Investment Association, has shared his thoughts on the Autumn Budget. “The Chancellor has once again reiterated…
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Fidelity: Today’s ‘bits and pieces’ Budget doesn’t materially change the UK macro outlook
Caroline Shaw, multi asset portfolio manager at Fidelity International has shared her thoughts on today’s UK budget. Today’s ‘bits and pieces’ budget…
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Nuveen: UK budget misses the mark
The Chancellor faced a high bar to restore credibility today. The early release of OBR numbers rattled markets, but well-flagged measures and…
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Hargreaves Lansdown: Balanced Budget keeps gilt yields stable post leak wobble
As Gilt yields remain broadly unchanged as a result of the Budget, Hal Cook, senior investment analyst, Hargreaves Lansdown, has weighed in…
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Budget 2025: Dividend Tax hike a kick in the teeth for business owners and investors, experts react
In her Budget speech today, the Chancellor has announced a 2% increase to the basic and higher rates of tax on dividends,…
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Hargreaves Lansdown: Salary sacrifice cut risks poor outcome for pensions
As the government decides to restrict the amount that can be contributed to a pension under salary sacrifice to £2,000 according to…
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Shambolic UK Budget to spark wealth exodus, says deVere CEO
The shambolic leak of the UK budget minutes before the speech underscores a shambolic government whose Budget will “drive an exodus of…
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Hargreaves Lansdown: Stamp Duty holiday for London IPOs rumoured in Budget
Ahead of tomorrow’s highly-anticipated Budget, Emma Wall, Chief Investment Strategist at Hargreaves Lansdown has weighed in on the rumours of a stamp…
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UK inflation eases to 3.6%: industry reacts and considers market implications
The ONS has released the latest UK Consumer Prices Index data, showing inflation easing to 3.6% in the year to October 2025,…
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C for Chancellor Reeves: Investors hand out mixed grade ahead of crunch Budget
With Rachel Reeves’ second Budget statement around the corner, asset managers have issued their report card for her performance in the role…
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Fidelity’s Tom Stevenson comments as third quarter earnings season draws to a close
Tom Stevenson, Investment Director at Fidelity International, has shared his thoughts on what is driving markets this week, as the third quarter…
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Hesitant market as Budget speculation fuels uncertainty, especially at upper end
Average new seller asking prices have fallen this month by 1.8% (-£6,591) to £364,833. This compares to an average drop over the…
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CGAM Macro Snapshot: Three post-budget scenarios for UK financial markets
Emma Moriarty, Portfolio Manager at CG Asset Management, highlights that the UK’s real challenge is limited fiscal headroom, not the OBR framework. She…
