Fed surprise: insurance, not fire-fighting
Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle?
In the latest episode, Laura Künlen sits down with Global Investment Strategists Kevin Gardiner and Victor Balfour to analyse the implications of the Fed's decision. They also explore the significance of this rate cut, the actions of other global central banks, and the upcoming U.S. election. Finally, they discuss what these developments mean for our asset allocation.
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Monetary policy - behind the curtain
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Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.
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Five stock market talking points in 2026
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Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.
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Global Advisory: Rothschild & Co Redburn Review - June 2026
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