The political implications of Rayner’s resignation
When you buy a second house, beware of the tax implications!! Here’s a deeper look into the political implications, the cabinet reshuffle, and reactions from other parties following Deputy Prime Minister Angela Rayner’s resignation on 5 September 2025: Political Implications & Internal Dynamics A major blow to Starmer’s governmentRayner’s resignation delivers one of the most […]
UK retail investors have flocked to gilts in 2025, making it a record year:, Here is why,
Here’s why UK retail investors have flocked to gilts in 2025, making it a record year: 1. Yields at Multi-Year Highs Sharp rise in gilt yields: Long-dated gilt yields, like the 30-year, have climbed toward their highest levels since 1998—hovering around 5.57%–5.72% This surge is largely attributed to a global bond market sell-off […]
Why are UK’s borrowing costs the highest in the G7 and soooo very High?
Good question — the UK’s borrowing costs (yields on government bonds, or “gilts”) have been unusually high compared to other advanced economies lately. A few key reasons explain this: 1. Inflation has been sticky UK inflation has fallen more slowly than in the US or eurozone, especially in services and food. Sadly, Investors expect […]
Trump gets his interest rate cuts despite inflation!
Here’s why most economists—according to a recent Reuters poll—expect the U.S. Federal Reserve to cut interest rates in September, followed by at least one more cut before the end of 2025: Key Drivers Behind the Expectations1. Softening Labor Market Recent data revisions show weaker-than-expected hiring, suggesting the labour market is losing steam. Given […]
Does the rise of the AI Influencer pose a risk to Society
Potential Risks to Society Misinformation & Manipulation AI influencers can spread false information (intentionally or accidentally) at scale. They could be deployed by corporations, governments, or malicious actors to manipulate public opinion subtly. Authenticity & Trust Erosion Audiences may struggle to distinguish between real and synthetic personalities. Over time, this could erode trust in human […]
Indonesia in Turmoil, not the time to invest!
Key Drivers Behind Market Turmoil 1. Trigger: Outrage Over Lawmakers’ Perks Protests erupted nationwide in response to newly proposed monthly housing allowances (~US $3,000) for lawmakers—at a time when living costs and unemployment were high. This sparked widespread public anger and mobilized civil society groups. 2. Escalation: Death, Violence, and Vandalism Tensions surged after a […]
Starmer brings in Blair and shuffles his cabinet, is he panicking?
Sir Keir Starmer has initiated a major Downing Street shake-up on 1 September 2025 to rebuild control of his government and sharpen its performance ahead of what is shaping up to be a politically turbulent autumn. This could affect our investment expectations, we will monitor carefully! Here’s what’s going on, and why: What’s Happening […]
UK Unemployment rate soars to 5%, why??
Key Drivers Behind the Rise 1. Slowing Hiring Amid Higher Costs & interest charges! Businesses are pulling back on recruitment, particularly in lower-paying sectors like retail, hospitality, and wholesale. Rising employer costs—including higher National Insurance Contributions and an increased National Living Wage—are weighing on firms’ hiring decisions. 2. Vacancies Are Shrinking Job listings have dropped […]
Stagflation, how should the Federal Reserve avoid it?
Stagflation—a mix of high inflation, stagnant growth, and rising unemployment—is especially tough for policymakers because the usual tools for fighting inflation can worsen unemployment, and tools for boosting growth can worsen inflation. The Federal Reserve has limited tools (mainly monetary policy), but here are the main options and trade-offs it faces: 1. Re-anchor Inflation […]
Why are European Car makers under pressure from Hedge funds?
Why Are Hedge Funds Shorting European Automakers? 1. Tariffs Crushing Margins and Sales Initially set at 27.5%, then cut to 15%, U.S. tariffs on European cars significantly raise costs for exporters like Stellantis, Volkswagen, and Volvo Cars. For example, Stellantis reported a €300 million hit, while Volkswagen lost €1.3 billion due to trade […]