Economy
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Market report: Gold up, dollar down, eyes on Big Tech
Emma Wall, Chief Investment Strategist at Hargreaves Lansdown, reviews a session marked by a sharp fall in the US dollar and fresh…
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Stocks dip as risk stays up to close whipsaw week
Joe Mazzola, Head Trading & Derivatives Strategist at Charles Schwab, reviews a volatile end to the week as stocks remain under pressure…
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Mixed picture for retailers in December after lacklustre golden quarter
Danni Hewson, Head of Financial Analysis at AJ Bell, reviews a mixed picture for UK retailers as December sales edged higher but…
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Macro signposts | Why US productivity gains no longer reach workers
Tiffany Wilding, Economist at PIMCO, examines how AI adoption and US policy shifts are driving a “K-shaped” economy, with capital-intensive firms pulling…
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Recession probability has eased off with signs of stabilising growth
Nicolas Jullien, Global Head of Fixed Income at Candriam, outlines why easing recession risks and resilient growth are shaping a more selective…
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CGAM macro snapshot – three risks: Greenland, tariffs & new Fed chair
Emma Moriarty, Portfolio Manager at CG Asset Management, highlights three mounting macro risks linked to Greenland, tariffs and the choice of the…
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Inflation rises to 3.4%: experts on what it means for mortgages and homebuyers
UK inflation moved higher than expected in December, complicating the outlook for interest rates and adding fresh uncertainty for mortgage advisers, borrowers…
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December inflation surprise: experts assess the impact on advisers and clients
UK inflation surprised to the upside in December, giving the Bank of England’s policymakers fresh food for thought at the start of…
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Labour market still weak despite some positive notes
Danni Hewson, Head of Financial Analysis at AJ Bell, assesses a UK labour market still under strain as unemployment remains at a…
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Fidelity’s Market Week: Soaring precious metals show the cracks in investors’ optimism and geo-politics clouds an ongoing bull market
Tom Stevenson, Investment Director at Fidelity International, says the coming days will test whether markets can continue to shrug off a barrage…
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