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Is US stock market exceptionalism over?
US stocks trailed the rest of the world in 2025. Is this a sign that a long-overdue shift is underway?
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Modern Monetary Theory and the return of magical thinking
The Modern Monetary Theory is back in fashion again. How worried should we be?
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Metals and AI power emerging markets
This year’s big emerging market winners have tended to offer exposure to one of 2025’s two winning trends – AI-focused tech and the global metals rally
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King Copper’s reign will continue – here's why
For all the talk of copper shortage, the metal is actually in surplus globally this year and should be next year, too
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UK inflation forecast: where are prices heading next?
UK inflation fell sharply in November. Will this drop be sustained, or should consumers brace for higher inflation readings in 2026?
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The coming collapse in the jobs market
Opinion Once the Employment Bill becomes law, expect a full-scale collapse in hiring, says Matthew Lynn
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UK interest rates: Bank of England lowers rates to 3.75%
The Bank of England’s Monetary Policy Committee (MPC) has cut interest rates from 4% to 3.75%
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When is the next Bank of England base rate meeting?
The Bank of England cut interest rates to 3.75% in December 2025. When is the next Monetary Policy Committee meeting and will interest rates fall further in 2026?
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Should you invest in UK stocks for 2026?
With UK interest rates and inflation falling, 2026 could be the year that UK stocks rebound
