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George Bell, Investment Director, discusses US inflation dynamics, and the challenges they pose for the Federal Reserve, key earnings results from Oracle and Adobe, and a look ahead to the European Central Bank interest rate decision, with the market expecting a 0.25% increase.
Sebastian Mackay, Investment Director, and Harry Southren, Investment Analyst, discuss the turbulence in the bond market, a rise in oil and energy prices, the implications of the European Central Bank’s interest rate decision, and the resilience of equity markets.
Paul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the recent rise in global bond yields and its impact on equity markets, review the latest earnings season and the ongoing debate around AI-driven technology companies, and examine the sharp increase in gold prices durin…
Harry Southren, Investment Analyst, discusses the sharp rise in global government bond yields, the driving factors for this, and the expectations for central banks ahead of major meetings this week.
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