HAMISH

By HAMISH MCRAE Updated: 06:28 EST, 16 November 2025 <!-- --> <!-- --> <!-- --> <!-- …

Stand by for another surge in inflation in the New Year. So what is going on with the economy? There are two ways to work this out.One is to look at the data, particularly the forward indicators of corporate and consumer sentiment. The…

There was good news from the London Stock Exchange last week. That's not a reference to the booming FTSE 100 index, which despite all those fears of an October crash is up more than 17 per cent on the year.No, it's that there have been a…

It's a lesson that Rachel Reeves has half-learnt: namely that markets are far more powerful than the government of a medium-sized economy. The bit she has learnt is she has to stick to whatever the Office for Budget Responsibility (OBR)…

The Fed riding to the rescue again? That's where the markets will be looking for support in the weeks ahead, because if Wall Street is to recover from these nasty few days, cheaper money will be the driver.The Federal Reserve is now…

By HAMISH MCRAE Updated: 16:51 EDT, 11 October 2025 <!-- --> <!-- --> <!-- --> <!-- Do…

By HAMISH MCRAE Updated: 16:52 EDT, 13 September 2025 <!-- --> <!-- --> <!-- --> <!-- …

It's a tricky time for investors. Quite aside from all the geopolitical stuff in Alaska, the trade disruption, inflation climbing again, and all that, there are troubling signs for the world economy. Yet there is also FOMO, the fear of…

By HAMISH MCRAE Updated: 16:53 EDT, 2 August 2025 <!-- --> <!-- --> <!-- --> <!-- Donald…

If the global economic outlook is so dire, why on earth are shares hitting new highs? Or put another way, what would equities be doing if US President Donald Trump eased off his barrage of yet more tariffs, and nearer to home, the UK…