The City backlash against Reform has begun
It will be like Liz Truss on roller skates. The next election may still be four years away, and the…
When will the EU do a deal with Trump?
China has wrapped up a pretty good trade deal. The UK has managed to agree to lift some of the…
China has won the trade war with Trump
This weekend, the United States struck a deal with China that will see American tariffs on Beijing’s exports come back…
Is Starmer’s Trump trade deal the win he thinks it is?
Keir Starmer says it is a ‘fantastic, historic’ day after signing a trade deal with the United States, but is…
Goodbye Warren Buffett
It was a mark of respect. After Warren Buffett, who can lay claim to the title of the greatest investor…
This Indian trade deal could be a disaster for Labour
It should have been a triumph. We might not have managed to get a trade with the United States over…
Will falling interest rates save Rachel Reeves?
There is not much that Chancellor Rachel Reeves can look forward to right now. The Labour party has just been…
Have the markets stopped caring about Trump’s tariffs?
President Trump’s imposition of huge tariffs on everything America imports on ‘Liberation Day’ at the start of this month has…
Why Merz’s free US-EU trade idea is a non-starter
Ever since President Trump started his tariff war earlier this month, the European Union’s response has been surprisingly clear. It…
Has Rachel Reeves blown her shot at a US trade deal?
The pictures of a triumphant Rachel Reeves holding aloft a US trade deal as she boards a plane home from…
Can Rachel Reeves get a US trade deal over the line?
As the Chancellor Rachel Reeves flies into Washington for a series of high-level meetings, there is lots of spin from…
Donald Trump has bowed to the markets
A deal will be worked out with China to reduce the tariffs. The chairman of the Federal Reserve won’t be…
Trump won’t win against the Fed
President Trump yesterday escalated his attacks on the Chairman of the Federal Reserve Jerome Powell over his reluctance to cut…
Can Starmer sell a US trade deal to UK business?
The White House reportedly expects that a trade deal between the United States and the UK could be signed within…
Only a US trade deal can save UK pharma from Trump’s tariffs
Forget whisky, cars or chemicals. The real blow to the British economy from President Trump’s determination to impose steep tariffs…
Is Donald Trump ready to weather a US recession?
A recession now looks even more certain for the United States than it does for the UK. Output has flattened.…
Nationalising British Steel won’t fix a thing
There will be some stirring speeches about saving jobs. There will be lots of grand rhetoric about securing a great…
Donald Trump has got what he wanted
Donald Trump has peered into the abyss. The US President watched the Wall Street meltdown and the global trading system…
The EU is making a big mistake by retaliating against Trump
A Harley-Davidson will cost you a little more in France; Florida orange juice will be more expensive in Germany and…
The hidden logic behind Trump’s market meltdown
Donald Trump’s announcement of huge levies on all the US’s major trading partners has triggered a global stock market meltdown,…
Is the worst of the market crash over?
The FTSE-100 is up by a couple of hundred points. Germany’s DAX has added 400 points, and in Tokyo the…
Rachel Reeves could be Trump’s first tariff crash victim
There will be plenty of victims of the crash currently playing out across the global financial markets. A few hedge…
Trump can’t ignore the stock market carnage forever
As it turned out, the only thing Liberation Day was actually liberating anyone from was their money. In the wake…
Trump’s tariffs are just bizarre
They would restore manufacturing, force trade barriers to be taken down, and allow new industries to be created. There have…
The minimum wage is too high
Council tax is going up. Train fares are rising. Broadband will cost more, and so will electricity and water. April…