Growth has stagnated and job vacancies are declining, while inflation is rising, making it difficult for the Bank of England to cut interest rates. Chancellor Rachel Reeves faces upcoming challenges, including a rise in employers’ national insurance, stamp duty, and the end of business rates relief for pubs and hospitality businesses. Trump’s tariffs on Europe could further impact the UK’s largest export market. Reeves should consider phasing in the NI rise, reforming business rates, and cutting government spending to avoid a spring economic catastrophe.
Full Article
The "Ten Titans" Stocks Now Make Up 38% of the S&P 500. Here's What It Means for Your Investment Portfolio
The "Ten Titans" are the ten largest growth-focused components of the S&P 500 by market cap, including Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms, Broadcom, Tesla, Oracle, and Netflix, which collectively account for 38% of the index. These companies significantly influence the overall market, even for investors who do not directly own their stocks. Want More Context? 🔎
Read more