Market wrap for 19 to 23 May 2025: inflation diverged around the world, with UK inflation jumping to 3.5% in April from 2.6% in March, its highest since early 2024.
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Written after Donald Trump won a second term in 2024 and Republicans took the Senate. Which asset classes his policies could affect, and how.
Written before the 5 November 2024 US election, this post looks at how a Trump or Harris win could affect tax, regulation and the assets investors watch.
Rate cuts do not move markets the same way each time. Eight Fed cycles since 1990 show what stocks, bonds, the dollar and gold did next.
26 days in Norway in August 2024: the Oslo to Bergen train, a week on the fjords, 4 days on the Hurtigruten and 3 big Lofoten hikes.