Europe is doing better than feared

Is Europe’s rally already over? The continent’s bourses enjoyed their strongest start to a year relative to US stocks since 2000 in the opening months of 2025. Donald Trump’s tariff shock in April tri

The autumn Budget was less the promised “reboot of UK capital markets” and “more a light dusting of the keyboard”, says Tim Focas in City AM. A three-year stamp duty holiday for new listings is all ve

“Emerging markets are shooting out the lights,” says Leslie Norton for Morningstar. The diverse grouping, which ranges from Latin American commodity producers to Asian technology powerhouses, has lagg

“Markets appear to have their mojo back,” says The New York Times Dealbook. Shares on Wall Street wobbled at the end of last week, with even strong results from AI chip champion Nvidia failing to calm

The long run-up to the Budget gave rise to fevered and increasingly alarmist speculation about its contents. This descended into chaos as frantic lobbying by interested parties, dire warnings by exper

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