Trump’s Goldfinger moment
Mr Bond Market is thwarting Donald Trump’s tariff plans – and he has taken a shine to gold manipulation too, writes Trium Capital’s Toby Hayes
US economy
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US economy contracts 0.3% as companies race to beat tariffs
Annualised 0.3% fall was largely attributed to companies building inventory ahead of the 2 April tariffs announcement
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Trump places tariffs on all global trading partners, including 10% on UK
It had the lowest baseline tariff, with US importers being hit with taxes as high as 50% for goods from other nations
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Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
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Square Mile’s Fund Selector: IA Sterling Strategic Bond funds to watch
Eduardo Sánchez, associate research director – fixed income, alternatives and multi-asset, checks out the top performers and compelling newcomers
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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Stonehage Fleming’s Smit: The five factors that will drive returns in H2
Investors should keep a keen eye on the US market over the coming six months, writes Gerrit Smit
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Rathbones: Prepare for the unexpected when America votes
The two candidates offer starkly different routes for the US equity market, says Oliver Jones
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AXA’s Iggo: Why the US will keep outperforming
It would be unwise to bet against the US market’s continued dominance, writes Chris Iggo
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Biden vs Trump: What to expect from the next biggest election
The UK has a new leader, but this year’s biggest election is yet to come
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US economy underperforms expectations in Q1 as inflation grows
Real GDP grew 1.6% compared to consensus expectations of 2.4%