Economy
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Experts react as UK unemployment rises to 5.2%
The UK labour market continued to weaken at the end of 2025, with official data showing the unemployment rate rising to 5.2%…
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Fidelity’s Market Week: Investors pivot from AI’s productivity promise to its potential costs, inflation cools on both sides of the Atlantic, and focus turns to the Magnificent Seven’s market drift.
Tom Stevenson, investment director at Fidelity International, says fading AI enthusiasm and sideways trading in the Magnificent Seven are adding fragility to…
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Japan Q4 GDP: Moderation in momentum in an inflation-distorted environment
Naomi Fink, chief global strategist at Amova Asset Management, assesses Japan’s weaker-than-expected fourth-quarter GDP growth of 0.1% as masking firmer inflation dynamics,…
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Market report: UK results in focus as US markets take a welcomed day off
Matt Britzman, senior equity analyst at Hargreaves Lansdown, expects the FTSE 100 to edge higher as focus turns to results from Rio…
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US inflation softer than expected in January with FOMC likely to maintain wait-and-see approach on further rate cuts
Arielle Ingrassia, associate director and investment specialist at Evelyn Partners, notes that softer-than-expected US CPI data, with headline inflation at 2.4% year-on-year…
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Industry reaction to the UK economy remaining fragile with 0.1% growth at the end of 2025
The UK economy showed only the slightest signs of life at the end of 2025, according to the latest GDP monthly data…
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Experts react: US economy a ‘kaleidoscope of clashing elements’ as jobs market beats expectations
Better than expected US jobs growth has complicated the outlook for interest rate cuts this year, after January’s non farm payrolls report…
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The year of the fire horse: Can Chinese equities continue their stellar gains?
According to Chinese tradition, the year of the Fire Horse is a time for bold action, taking calculated risks and moving forwards…
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Software leads AI-driven tech rout – what next?
Shannon Saccocia, CIO of wealth at Neuberger Berman, examines the sharp and broad sell-off in technology stocks as a major test of…
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Surprise, rather than stability, may be the defining feature of 2026 says PIMCO’s Seidner and Dhawan
PIMCO’s Marc Seidner and Pramol Dhawan warn that 2026 will be defined by policy shocks and geopolitical surprises, with volatility across developed…
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