The value of all the world’s above-ground gold rose to USD39trln on Thursday, January 29th. But then fell USD3.4trln on the final business day of January, roughly the market capitalisation...
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Fourth Quarter 2025 Review. October to December 2025 UK Consumer Price Inflation (CPI) declined over the fourth quarter to 3.2%, the last reported data in this period being for November...
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The US Economy expanded at its fastest rate in two years in the quarter ended 30 September 2025, delivering a 4.3% annualised growth rate. That data was announced on 23...
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Longest ever US Government shutdown comes to an end. It failed to unnerve financial markets where better earnings continued to help US equities. Nvidia’s much-awaited results initially helped the company’s...
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UK Consumer Price Inflation (CPI) remains at 3.8% year-on-year but better than forecast of 4.0%. The Bank of England has room to reduce base rates by 0.25% to 3.75% when...
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Third Quarter 2025 Review. US President Donald Trump dominated the financial market headlines in the third quarter. Tariffs were in focus as were the levels/percentages that would be imposed. Many...
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Official US interest rates cut for the first time this year The Bank of England holds rates, having cut in August Gold rises on raised geopolitical concerns and fears of...
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Inflation Up – Base Rates Down Not the usual relationship between price inflation and monetary policy changes, but the Bank of England lowered bank/base rates by 0.25% in August despite...
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Deal or No Deal After the furore that surrounded Liberation Day 1.0 on April 2nd earlier this year, financial markets were both apprehensive of what might happen on the next...
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Second Quarter 2025 Review. The quarter started badly for financial markets, notably equities, when President Trump’s tariff announcement on so-called ‘Liberation Day’, April 2nd, caused equity markets to fall precipitously,...
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