News
Keep Calm and Carry On: What the data says about geopolitical crises
2+ hour, 23+ min ago (427+ words) By Tom Dalrymple, Investment Analyst, Aubrey Capital Management There's an odd phenomenon whereby geopolitical crises occur in March and April. Covid in 2020, Russia's invasion of Ukraine in 2022, the "Liberation Day' tariffs in 2025, and now the Iran conflict in 2026 have all…...
Why the Bank of England has the wrong end of the stick this time
4+ day, 3+ hour ago (530+ words) The Bank of England's latest foray into market prognostication has all the hallmarks of institutional caution dressed up as foresight. The suggestion that global equities are riding too high and due a fall may sound prudent, even responsible. Yet it…...
The Week Ahead: Central Banks to vote on interest rates
6+ day, 20+ hour ago (664+ words) A busy economic calendar awaits in the week ahead, with highlights including policy decisions from the Fed, ECB, BOE, and BOJ. The UK CPI rose to 3. 3% from 3. 0%, as expected, after the unemployment rate surprised at 4. 9% rather than remaining at the…...
Is TACO the right strategy when trading the Iran conflict?
3+ week, 3+ day ago (469+ words) The more important shift has already taken place. Regardless of whether tensions ease in the immediate term, the underlying risk environment has changed in a way that leaves markets structurally more fragile and prone to sharp, disorderly moves. This repricing…...
Cautious consumers put the brakes on Britain's high streets
1+ mon, 5+ day ago (421+ words) Britain's consumers, long the quiet ballast of the economy, are beginning to look less dependable. Retail sales volumes slipped by 0. 4% in February, a modest decline on paper but one that hints at a more cautious mood taking hold after a…...
Gilts market back in focus as Chancellor Reeves faces tough questions
5+ mon, 1+ hour ago (239+ words) Britain's gilt market has developed a quick temper. After a summer in which even hints of political strain were enough to send yields lurching higher and sterling sliding, investors have become sharply sensitive to any sign that fiscal leadership might…...
Why are gold and silver prices falling as Iran war escalates?
1+ mon, 1+ week ago (475+ words) It is one of those City aphorisms that gets repeated with such confidence it begins to sound like natural law: when the world turns ugly, buy gold. War? Gold rallies. Crisis? Gold glitters. Yet the past week has offered a…...
UK gilts market heading to crisis point on energy shock
1+ mon, 1+ week ago (428+ words) UK government bonds have come under renewed pressure, with yields climbing to levels last seen during the turmoil that followed the mini budget of Liz Truss, in a move that underscores mounting concern over the economic fallout from surging energy…...
The week ahead: Middle East conflict and Central Bank decisions
1+ mon, 2+ week ago (289+ words) Markets reacted to fluctuations in the crude supply outlook during the second week of the war in the Middle East, overshadowing US CPI figures and UK GDP data. Crude prices jumped to $120 per barrel at the start of the week,…...
UK Stock Market News: Weir, Vistry, Quilter
1+ mon, 4+ week ago (406+ words) Three key news stories unfolding as the UK stock market opens. Check out our companies reporting diary for upcoming results from FTSE 350 and selected international stocks. Full year numbers are out from Weir Group LON: WEIR this morning, with the…...