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All eyes were on the Bank of England (“BoE”) on Thursday for its latest interest rate decision. The Monetary Policy Committee decided to hold the rate at 3.75%. This dovish stance comes after a split six versus three vote, where investors placed greater weight on the cautious remarks from Governor …
Last week, Bank of England policymakers faced renewed monetary tightening expectations, especially as money markets now fully price further increases and anticipate upcoming hikes if oil prices continue to rise. Elsewhere, the UK Purchasing Managers' Index reached a three-month high of 52.1, driven…
Last week, Purchasing Manager’s Index (“PMI”) mixed signals pointed to a modest UK economic recovery. Whilst UK business activity saw a first rise in three months, driving the broader economy up, manufacturing and construction remain laggards, meaning that sustainable growth will depend on whether …
In the first of our new video podcast series, James Richards and Ben Potter discuss artificial intelligence ("AI") valuations, inflation, gold, gilts and where they see markets going for the remainder of 2026. Listen to the first episode of new Walker Crips podcast. Watch the video podcast on our Y…
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