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Weekly Talking Points - Waiting for the Fed - 01 December 2025

Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look ahead to the Fed meeting on 10th December. Our weekly Spotlight discusses US utilities and AI risk. Our Review section looks at economic data, the UK Budget, RBNZ rate cut and falling bond yields. To read more please subscribe.

Weekly Talking Points - UK Budget and US data catchup - 24 November 2025

Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we look ahead to US economic data releases and Fed rate expectations. Our weekly Spotlight shines on the UK Budget and what lies ahead. Our Review section looks at AI share sentiment swings, US jobs data from September and economic data from the UK and Japan. To read more please subscribe.

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