Key Points from the Week: The UK macro environment is no longer navigating a policy cycle, it is navigating a policy stalemate. The Bank of England is now widely expected…

Key Points from the Week: Energy-driven volatility continues to dominate UK markets, with geopolitical developments dictating moves across equities, currencies and policy expectations. Elevated oil prices are keeping inflation risks…

Key Points from the Week: Geopolitics is once again the dominant force in UK markets. The collapse of US-Iran ceasefire talks triggered sharp reversals across equities, currencies and energy markets…

Key Points from the Week: UK markets are being shaped by a demanding combination of geopolitical shocks, policy uncertainty and tightening financial conditions. Diplomatic developments have triggered short-term rallies, but…

Key Points from the Week: UK financial markets are navigating a demanding confluence of forces: geopolitical risk, inflation uncertainty and accelerating regulatory intervention are all weighing simultaneously on sentiment and…