Financial

Our latest news and article looks at the “economics of romance” this Valentine’s Day as we highlight the cost inflation of cocoa and its subsequent impact on chocolate manufacture and retail.

Goldman Sachs Macro Outlook 2025: Tailwinds (Probably) Trump Tariffs report anticipates the second Trump administration will bring higher tariffs on China and autos, lower immigration, fresh tax cuts, and regulatory easing. These policies are expected to drive US economic growth to 2.5% in 2025. Outperforming other developed markets. However, risks include potential large across-the-board tariffs

In this week’s news article, after the dust has settled on Donald Trump’s re-election as the 47th President of the US, Morgan Stanley (2024) reveals how Trump’s plans for tax cuts, tariffs and deregulation could shape markets and impact investors. While Reuters (2024) explores how the ‘Red Sweep’ of Republican control will impact the extent

This week’s news feature delves into the far-reaching implications of the US elections on markets, investor sentiment, and various asset classes. We explore how the historical role of elections has shaped economic landscapes and influenced financial decision-making. But our analysis doesn’t stop at the election results themselves; we also examine the potential for political gridlock

This week’s news covers one dominant story – the latest Federal Reserve’s interest rate decision. The central bank’s action signals their confidence that inflation will soon be under control and underscores the importance of strengthening the labour market. By taking decisive steps, the Fed aims to balance economic growth with price stability, providing a clearer

This week’s news feature covers the ECB’s most recent interest rate decision and examines how the Federal Reserve is contemplating the upcoming FOMC meeting in view of the latest US core inflation figures. Additionally, we highlight the UK, which, despite being the fastest-growing economy in the G7 for the first half of the year, reported

Following the Federal Reserve’s Jackson Hole conference, attention this week shifts to the US labour market and its influence on Federal Reserve policy, now that inflation is under control. We will also examine the projected US employment data set for release this week and its likely impact on near term monetary policy.

Today’s news article looks at the implications, historical context and lessons for investors from last week’s stock market sell-off and MSN.com (2024) emphasizes the importance of patience and time in the markets for longer-term value.

This week’s news highlights the divergence in global monetary policy among the three main Central Banks: the European Central Bank, the US Federal Reserve, and the Bank of England. The minutes from each bank’s latest meeting reveal decisions on potential interest rate cuts, along with the underlying reasons for controlling inflation and stimulating the economy.

Investors are assessing the impact of Biden’s withdrawal from the presidential race on various aspects, from the economy to the stock market. Some believe this introduces a new level of political uncertainty that could lead to market volatility. Meanwhile, others suggest that the so-called ‘Trump trade’ might face changes as investors re-evaluate their strategies.