The government is poised to cut public spending. Will its Spring Forecast also tinker with taxes and borrowing? If so, UK government bonds could bear the brunt.

After a period of volatility in risk markets, Bryn will give his views on the outlook for rates and credit markets and will go into how the Washington whack-a-mole politics are creating very short-term volatility.

American stocks have taken a jolt downward, rattled by an escalating trade war and an unpredictable President. It’s not a time to panic.

This month, the team covers Europe’s recent market outperformance, then shifts to America, discussing Trump and tariffs, before wrapping up with Unilever, the manufacturer of household staples.

American threats to hit Europe with tariffs and abandon NATO may have spurred the EU to loosen the purse strings and invest heavily in infrastructure and its own defence. Continental stocks are rising rapidly in anticipation of a sea change for Europe.

Seismic geopolitical changes are wrenching the post-war global order, straining the transatlantic partnership and upending supply chains. Investors are recalculating furiously, putting financial markets in flux as well.

The anticipation of Trump 2.0 has driven stock market excitement and household confidence in the months since his election. Now he’s in office, is the reality starting to subdue that optimism?

Gold hit an all-time high last week, just in time for Valentine’s Day. But it’s not lovers who are doing all the buying.