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Background: Investors spent December analysing the potential impact of a second Trump term on the markets. Would he reintroduce trade...

Background The Federal Reserve's recent move to cut interest rates by 0.5 per cent in September didn't have the calming effect it might...

Silverdale, Lancashire Background The loosening cycle has begun. The Federal Reserve cut interest rates for the first time since March...

Morecambe Bay August Background While I was away in Peru exploring the Amazon and hiking the Inca trail to Machu Pichu, I was...

Background It is too early to call the pricking of the AI bubble. In the US, however, there was an apparent rotation out of the...

Corfu Background The UK and Continental European equity markets were held back by election fever. Despite the UK election results looking...

Background May turned out to be another strong month for financial assets. Equities led the way, with the NASDAQ Composite up 6.9%, the...

Background It started to sink in that interest rates in the US would stay higher for longer. Inflation was proving stickier than expected...

The Newt, Somerset (only for lunch!) March 2024 Background It was easy to make money in March; equities, bonds, commodities, gold, and...

Background February proved to be a profitable month for equities, particularly in Japan. The Nikkei 225 index experienced a surge of...

Background Following the super end to 2023, in January came the hangover. Equity and bond markets started on the wrong foot before...

Background It was a tremendous end to the year for equity and bond investors. Inflation on both sides of the Atlantic came in below...

Background Markets staged a welcome recovery in November. Good news on the inflation front led to a drop in government bond yields. US...

Background Another miserable month for financial markets. Government bonds and equities both fell. It started with continued weakness in...

Formentor, Mallorca Background How August went, September continued. News on the inflationary front remained encouraging, no more so than...

Lady Anne's Way - Between Hawes and Nateby Background Central Banks either side of the Atlantic did not let encouraging news on inflation...

Back and refreshed after hiking the Herriot Way in the Yorkshire Dales. Background Good news on inflation. In both the US and, at last,...

Background The Federal Reserve, encouraged by improving news on the inflation front, paused rate hikes at its June meeting. The Federal...

Background Monthly inflation remains the most eagerly awaited news in financial markets. Investors are desperate to call the peak in the...

Background A semblance of calm returned to markets after the unease in March caused by the sudden death of Silicon Valley Bank. Equity...