Are these areas of investment likely to succeed under the Burnham government?
If Andy Burnham’s government follows the priorities it has outlined during its first weeks in office, the strongest investment themes are likely to be those that align with reindustrialisation, regional development, infrastructure and public investment, rather than the more consumer-led growth seen in recent years. Here is how I would rank the sectors. Sector Outlook […]
Will Andy Burnham cause massive inflation with his desires and aims or will he temper these ideals?
Burnhams straight jacket, Cause Inflation or Temper ideals ?? The short answer is: it is possible, but it is not the most likely outcome. Based on what Andy Burnham has said since becoming Prime Minister, he appears to be trying to balance a more activist government with maintaining the confidence of financial markets. He […]
Why has the Oil price fallen ???
Oil prices fell because traders rapidly reduced the “geopolitical risk premium” that had been built into crude prices. Earlier in the day, Brent crude had risen on fears that disruption to the Strait of Hormuz—through which roughly one-fifth of the world’s seaborne oil normally passes—might persist. However, U.S. Treasury Secretary Scott Bessent later said […]