Trump tariffs loom large over US small caps
A renewed bout of inflation from tariffs could diminish any hopes of a resurgence in US small caps
Donald Trump
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Fed holds rates as Trump’s tariffs downgrade US growth forecasts
The central bank remained cautious as uncertain trade policy risks inflation ‘spiralling’
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Will a Ukraine ceasefire boost or burden Europe?
Europe has rallied at the prospect of a ceasefire, but the subsequent costs on Ukraine’s neighbours could prove to be yet another headwind
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IA: Investors pull £3bn from funds in January
Uncertainty over Trump’s policies in the future path of interest rates contributed to the outflows, according to the IA
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Square Mile’s fund selector: IA North America funds to watch
Charlie McCann, an investment research analyst at Square Mile Investment Consulting & Research, checks out the top performers and compelling newcomers
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US inflation: Upside surprise ‘very uncomfortable’ for the Fed
US CPI rose to 3% in January, while core inflation also ticked up to 3.3%
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Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked
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Global markets fall as Trump tariffs spark trade war concerns
Equity markets have fallen in the wake of US tariffs on China, Canada and Mexico
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Beneath the bonnet: The case for Shell, Nubank, Grab and luxury goods
Three fund managers on stocks they are excited about right now
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Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
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Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
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‘Strap in’: Trump returns to questions on tariffs and inflation
Trump returns for second term in the White House