John Stepek

Sliding oil, an assertive Fed, SpaceX’s pop and plunge, and a new UK PM - it’s been a busy few weeks

Sudden reversals in the Japanese yen can cause market ructions. Is that on the cards this time?

AI-hungry investors are paying bubble prices for bubble earnings.

Devolution may simply turn out to be more “big government” under a different name.

Lack of clarity over tax and spend hit the UK economy in 2024 and 2025. Will this year see a repeat?

The yellow metal has struggled during the Iran war despite its reputation as a geopolitical hedge.

The listed landlord sector has consolidated hugely in the last five years, but remains unloved.

The S&P 500 may be at never-before-seen valuation levels, according to an analyst at Panmure Gordon.

The U.S. equity market, with the S&P 500 hovering near all-time highs, is expensive. This isn't controversial.

Concentration has paid off in recent years, but in the long run, it makes more sense to spread your bets.