Everything you need to know, Simplified! Summary US equities briefly reached new highs following the Federal Reserve’s (Fed) latest interest rate cut, but gains faded as renewed scrutiny of tech valuations weighed on sentiment The Fed moved towards a neutral stance, ending quantitative tightening and shifting to maintaining its balance sheet rather than restricting liquidity Despite the market ’s dovish interpretation, the Fed remains internally divided and strong growth, fis

Everything you need to know, Simplified! Summary Equities were steady in a quiet data week, with sterling strength trimming international gains while broader sentiment remains firm The US Federal Reserve (Fed) is expected to cut interest rates this week, though strong nominal growth argues for a higher policy floor even as softer labour and rate-sensitive sectors justify an initial move Kevin Hassett is seen as the frontrunner for Fed Chair, pushing short rates lower and long

Everything you need to know, Simplified! Summary Rachel Reeves delivered a smorgasbord Autumn Budget, opting for multiple small tax rises rather than one clear revenue anchor - a strategy that soothed Labour backbenchers but muddied the market signal The fiscal mix front-loads spending and defers the pain, pushing the tax burden higher while leaving structural issues untouched Risks to the UK’s high-earning base are rising, with the policy direction edging further down the w

Everything you need to know, Simplified! Summary Criticism toward Artificial Intelligence (AI) accounting assumptions is building as AI-linked equities have begun to underperform a constructive wider market backdrop Hedge fund manager Michael Burry has highlighted concerns over depreciation assumptions on AI capital expenditure (AI capex), arguing that overstated asset lives risk flattering near-term earnings UK gilt yields rose sharply after reports that income tax hikes may