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DarnellsWM
2 days ago4 min read
Client Update - 21st February 2025
I did try very hard to avoid Donald Trump last week, however I am afraid this week he has forced his way back into my weekly musings. Be...
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DarnellsWM
Feb 144 min read
Client Update - 14th February 2025
The Bank of England’s (BoE) decision to cut interest rates by 0.25% last week was widely anticipated, but it still stunned some...
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DarnellsWM
Feb 73 min read
Client Update - 7th February 2025
I appreciate that by the time you read this President Trump has probably staked claim to another piece of global real estate to go with...
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DarnellsWM
Jan 315 min read
Client Update - 31st January 2025
A slightly different US aspect to start the week as we were back on interest rate watch, with the first policy announcement of the New...
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DarnellsWM
Jan 243 min read
Client Update - 24th January 2025
It was good to focus on the UK last week, as I had a sneaky suspicion that this week would be all about the return of Donald Trump. As it...
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DarnellsWM
Jan 163 min read
Client Update - 17th January 2025
There has been growing commentary around the US big-cap stocks’ valuation premium over UK stocks that has risen to record levels since...
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DarnellsWM
Jan 105 min read
Client Update - 10th January 2025
Happy New Year to you. Having had a little break, returning to work seems like not a lot has changed. UK politics remains in a frightful...
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DarnellsWM
Dec 20, 20244 min read
Client Update - 20th December 2024
We are almost there. Christmas is around the corner and my thoughts are already turning towards how the Christmas Turkey will impact on...
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DarnellsWM
Dec 13, 20244 min read
Client Update - 13th December 2024
With some trepidation, I made my way more carefully into the office this morning, being Friday 13th after all. It is certainly a bad day...
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DarnellsWM
Dec 6, 20243 min read
Client Update - 6th December 2024
Something different for you this week. I might not often display an affinity to our ex-cousins from across the channel, but boy does...
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DarnellsWM
Nov 29, 20244 min read
Client Update - 29th November 2024
Is Donald Trump serious about tariffs? This has been the question hanging over not just world markets but the whole world of economics....
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DarnellsWM
Nov 22, 20243 min read
Client Update - 22nd November 2024
The G20 summit in Rio de Janeiro had been billed as a moment for “the West and the Rest” to show unity, yet the various agendas that have...
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DarnellsWM
Nov 15, 20243 min read
Client Update - 15th November 2024
Where do we go from here? Brexit was supposed to be the UK’s big opportunity to make its own brave path in negotiating global trade with,...
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DarnellsWM
Nov 8, 20243 min read
Client Update - 8th November 2024
It seems harsh on Kemi Badenoch that her triumph in the Conservative party leadership election is not headlining my weekly update this...
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DarnellsWM
Oct 31, 20244 min read
Client Update - 31st October 2024
Chancellor Rachel Reeves has delivered her budget. The headlines for our clients are clear. Pension will fall into your estate for...
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DarnellsWM
Oct 25, 20243 min read
Client Update - 25th October 2024
Chancellor Rachel Reeves was in Washington this week for her first set of International Monetary Fund (IMF) and World Bank annual...
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DarnellsWM
Oct 18, 20244 min read
Client Update - 18th October 2024
Inflation data gave us a pleasant but temporary break from geopolitics this week, as the consumer prices index (CPI) fell to 1.7 per cent...
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DarnellsWM
Oct 11, 20243 min read
Client Update - 11th October 2024
After Sir Keir Starmer’s big win for Labour this summer, it looked like UK politics might settle down following years of Brexit-induced...
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DarnellsWM
Oct 4, 20243 min read
Client Update - 4th October 2024
Before we look at markets we must pause and reflect on the lives lost in the US from Hurricane Helene. As I write this, over 120 are dead...
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DarnellsWM
Sep 27, 20243 min read
Client Update - 27th September 2024
The Labour party conference passed without as much as a whimper this week, with fairly unexciting speeches from Rachel Reeves and Sir...
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