Economy
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Trade tension escalated quickly amid weak prices: AXA IM’s Yingrui Wang – China reaction:
China’s latest inflation data point to continued domestic weakness, with both consumer and producer prices remaining in negative territory. Dr Yingrui Wang,…
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PIMCO’s Libby Cantrill on tariff turbulence: What to watch, including possible constraints
While the path may have twists and turns, the destination seems clear: higher U.S. tariffs. Despite the significant market drawdown, the White…
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Liberation day ironies: Artemis’ Paras Anand highlights the strategic void behind Trump’s trade war
In his latest analysis for IFA Magazine, Paras Anand (pictured), CIO of Artemis, reflects on the deep ironies of “Liberation Day”—drawing a…
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Cheaper mortgages may be a silver lining from Trump’s tariffs, says AJ Bell’s Khalaf
Markets now expect three interest rate cuts from the Bank of England this year, after the hefty stockmarket falls we’ve seen since…
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The IA: At the moment, the only certainty seems to be uncertainty
Miranda Seath, Director of Market Insights at the Investment Association, has shared her thoughts on President Trump’s decision on tariffs. “There was…
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Morningstar: How have Liberation Day tariffs impacted sectors across Europe?
With 25% tariffs on the EU, and 10% on the UK, Morningstar’s equity research team have delved into the sector impact across…
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Schroders on Liberation Day: Inflation up, growth down – and a huge dollop of uncertainty
In response to international trade tariffs announced in the last 24 hours, Johanna Kyrklund, Group Chief Investment Officer, Schroders and George Brown, Economist at…
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Only the feeling that we have ‘reached a limit’ could allow equity markets to move on: State Street Global Advisors
Commenting on President Trump’s tariff announcement, Altaf Kassam, Europe Head of Investment Strategy & Research, State Street Global Advisors, said: The uniformly…
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HMRC hikes late payment interest charge to eye-watering 8.5% as new FOI shows average interest penalty surpasses £100
AJ Bell has reported that HMRC is to hike late payment interest to 8.5% from 6 April 2025, with the gap between what…
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BNY: Three considerations ‘come into play’ for Liberation Day
Ahead of Trump’s ‘Liberation Day’ announcements, Vincent Reinhart, Chief Economist at BNY, comments: “The argument for imposing tariffs is complicated – without…
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