long read
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UK labour market softens as unemployment rises and wage growth slows — implications for investors and asset allocators
This morning’s update from the Office for National Statistics points to a cooling UK economy, with the unemployment rate rising to 4.6%…
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All eyes on the dollar, says J. Safra Sarasin’s Claudio Wewel
In FX, all eyes remain on the dollar. In early May, the currency experienced a short comeback as President Trump struck a…
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T. Rowe Price: US dollar faces multi-year structural headwinds
In the short term, heading into the summer, we can expect the greenback to rebound after its steep sell-off in April. But…
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Hargreaves Lansdown: Global markets eerily calm
Matt Britzman, senior equity analyst at Hargreaves Lansdown, has commented on the state of the global markets. “UK markets are in a…
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Lower services inflation will embolden the doves – Vanguard senior economist looks ahead to Thursday’s ECB decision
The ECB is set to deliver its latest interest rate decision this Thursday, 5th June. Sharing his thoughts on what they might…
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Morningstar: The economy isn’t out of the woods yet after US court block tariffs
The decision by the US Court of International Trade, which invalidates the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA)…
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ECB Preview: Capital.com’s Hathorn answers how many more cuts we should expect
The European Central Bank (ECB) will hold its next monetary policy meeting on Thursday, June 5, with markets widely anticipating another interest…
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Capital.com: Why Japan’s fiscal crisis isn’t sinking its currency
Japan is currently grappling with significant fiscal challenges, highlighted by Prime Minister Shigeru Ishiba’s recent statement to parliament that the country’s fiscal…
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Hargreaves Lansdown: US debt fears cause ripples of worry
Susannah Streeter, head of money and markets, Hargreaves Lansdown, has shared her thoughts on the US debt. The growing mountain of US…
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Schroders: Economic risks remain “unusually high”
In their quarterly update, Schroders’ economists give their outlook for growth, interest rates and inflation over the coming quarter. “It is dangerous…
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Inflation surprise rattles markets as investment strategists weigh up rate path and portfolio risk
UK inflation jumps to 3.5% in April, raising concerns over sticky services inflation and renewed pressure on households and markets After a…
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MAPFRE AM: The tariff war is relaxing, but it has left profound changes in the world economy
The abrupt changes that occurred during the month of April have resulted in nearly flat returns in the major stock indices for…
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MFS Investment Management on Moody’s US downgrade
Moody’s cut the US rating one notch to Aa1 from Aaa. This is the first rating downgrade for the US since August 2023…
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Candriam: Euro-denominated assets benefitting from the rotation out of dollar assets
After the hit to risky assets and even US Treasury bonds in the wake of the so-called “Liberation Day” announcement of a…
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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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UK economy surprises with strong Q1 GDP growth – but industry experts warn that risks loom for investors
GDP beats expectations with 0.7% rise, but wealth managers eye global trade and fiscal drag The UK economy delivered a welcome upside…
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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,…
