Matthew Lynn

The City backlash against Reform has begun

14 May 2025 9:30 pm

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?

13 May 2025 8:38 pm

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

12 May 2025 8:25 pm

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?

9 May 2025 4:03 am

Keir Starmer says it is a ‘fantastic, historic’ day after signing a trade deal with the United States, but is…

Goodbye Warren Buffett

7 May 2025 8:38 pm

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

7 May 2025 4:54 pm

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?

2 May 2025 10:30 pm

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?

30 April 2025 7:38 pm

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

29 April 2025 10:00 pm

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?

28 April 2025 8:18 pm

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?

24 April 2025 10:04 pm

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

23 April 2025 9:09 pm

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

22 April 2025 8:26 pm

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?

17 April 2025 9:13 pm

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

16 April 2025 8:20 pm

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?

15 April 2025 8:29 pm

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

12 April 2025 10:35 pm

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

10 April 2025 5:22 pm

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

10 April 2025 2:08 am

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

9 April 2025 4:00 pm

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?

9 April 2025 12:25 am

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

7 April 2025 10:51 pm

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

4 April 2025 8:31 pm

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

3 April 2025 7:54 pm

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

2 April 2025 12:26 am

Council tax is going up. Train fares are rising. Broadband will cost more, and so will electricity and water. April…