ECB rates on hold even...
The European Central Bank kept its main interest rate at 2% after Eurozone annual inflation eased to 1.7% in January…
09/02/26
Front of mind
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Article
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Article
Pick your poison: Geopolitics or...
If it’s not geopolitical shocks roiling markets it is artificial intelligence, either because AI is a bubble, or because it…
06/02/26
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Article
A week for the central...
To start the year, the ECB and Bank of England are expected to follow the US Federal Reserve’s lead and…
04/02/26
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Article
Fed rates on hold; gold...
The Federal Reserve left its benchmark interest rate unchanged for the first time since July, at a range of 3.5%…
02/02/26
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Article
Politics, currencies and relative value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’…
30/01/26
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Article
Great expectations
Currently, the consensus is that investors are bullish and this positivity is reflected in portfolio allocations. While geopolitical uncertainty has…
28/01/26