Drive to survive
On the ground research through the US heartlands.
Read time: 1 min
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Get in touchOn the ground research through the US heartlands.
Read time: 1 min
Will the big central banks making significant interest rate announcements this week follow the ECB’s lead and signal that rates have now peaked? And where might rates settle longer term?
Read time: 6 mins
Like virtually everything else, the cost of energy is much higher than it used to be. Combined with higher interest rates, it should keep squeezing economic growth in the coming months.
Read time: 8 mins
Hopes for a quiet summer were dashed by difficult-to-read economic data, swinging bond yields and holiday dramas.
Read time: 5 mins
Rather than a slow fade, the American economy produced a surprise surge. Yet with inflation within touching distance of the 2% target, US interest rates may still peak soon.
Read time: 10 mins
Interest rate hikes for the US and Europe are almost certain this week. All major central banks are getting close to calling time on rate increases, but the UK is likely to be the last to do so.
Read time: 9 mins
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
Read time: 7 mins
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up
Read time: 5 mins
UK inflation simply won’t drop as fast as everyone hopes, leading the Bank of England to admit it needs a new model. Meanwhile, a compromise is proposed to kick the can on the US debt ceiling till after the next election.
Read time: 6 mins
Inflation can often seem an abstract concept. Not lately, though: everyone is keenly aware of soaring prices. Is inflation finally starting to drop?
Read time: 8 mins
There’s a disconnect between how everyone feels and how stock markets are moving. Meanwhile, the US debt ceiling looms ever larger.
Read time: 8 mins
A King is crowned and most of England went to the polls last week. Coming up is a Bank of England rate hike and an update for American inflation.
Read time: 7 mins
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up
The team cast their minds back to the days before we knew what COVID was and when inflation was considered conquered to review an investment report they published in 2019 called Ditch the Models. Which of these models the team suggested ditching panned out the way they expected? And are there any others that could do with being ditched today? The swiftly growing animal health sector is the final topic as the team discuss how to avoid the dogs in the space and hopefully end up as the cats who got the cream.
Rathbones Unit Trust Management
8 Finsbury Circus
London EC2M 7AZ
United Kingdom
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