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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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The coming collapse in the jobs market
Opinion Once the Employment Bill becomes law, expect a full-scale collapse in hiring, says Matthew Lynn
Opinion -
UK interest rates latest: December 2025
Live Report The Bank of England’s Monetary Policy Committee (MPC) has cut interest rates from 4% to 3.75%
Live Report -
Should you invest in UK stocks for 2026?
With UK interest rates and inflation falling, 2026 could be the year that UK stocks rebound
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UK inflation live: Inflation fell to 3.2% in November
A rise of 3.2% in CPI inflation in the 12 months to November undershoots almost all expectations
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High earners face £15k income hit by 2029 following Autumn Budget
Rachel Reeves’s Autumn Budget means high earners – or HENRYs – are now looking at an income hit running into the thousands. Can you avoid it?
