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US delinquencies
The sale after 17 years of the last of the government’s stake in NatWest has led some to claim that this was good news for the banking sector. The stock overhang has been removed and the sale has got
Sovereign bond yields are ringing some alarm bells about the UK’s economic and fiscal outlook
Companies in the news and how they were assessed
After a couple of decades in the doldrums, UK banks have performed well over the past 18 months. The FTSE 350 Banks index is up by 70% since the start of 2024, outperforming both the Nasdaq (up 35%) a
When bad news is just bad news not good news for markets
François Bayrou, the beleaguered French prime minister, has said that the 8 September confidence vote in parliament, which is expected to go against him and his budget proposals, will not decide “the