US fundamentals under Trump — growth, inflation, the dollar and policy — and what they mean for global markets.
The Fed raised rates for the first time since 2023, the MPC held, and the gilt market rallied on both. Plus an oil spike that is already unwinding, what the Bank’s minutes concede about second-round effects, and the AI chiefs who want to slow down.
A quiet week with two things in it that matter: more oil is getting out of the Gulf than the blockade models allowed for, and Nvidia’s numbers say the AI build-out is still accelerating.
Treasury yields are back at 4.7% and the commentary has turned apocalyptic. Forty-five years of Fed funds and Treasury data say the yield curve is doing nothing unusual.
A friend asked me why markets are so buoyant when everything seems so bad. It was a good question, and the answer is sitting in the UK investment data almost nobody reported this week.
Ray Dalio warns the monetary order is breaking down. Gold hits all-time highs. ASML & SK Hynix post record earnings. This week on Noise Cancelling, Neil Woodford breaks down what it means for your strategy.
Neil Woodford’s 2026 economic outlook: insights on global growth, market trends, and challenges across the US, China, Europe, and the UK.
US financial system fragility, private credit, Treasury basis trade, Japan’s BOJ and Bitcoin—Neil Woodford explains what could break next (and what probably won’t).
US markets are holding up better than expected post-tariffs, but pockets like semiconductors, renewables, and biotech remain deeply undervalued.
The headlines scream contraction, but the underlying data tell a different story. Once again, I believe the consensus has it wrong about the US economy.
Despite an avalanche of dire forecasts about Trump’s tariffs triggering global recession, I remain a minority voice — and, so far, a correct one. Here's my latest take on the US, China and UK economies.
Neil takes a critical look at Trump’s tariff strategy and its real impact on the U.S. economy. Are fears of a recession justified, or is Trump simply negotiating better trade terms?
Recent market volatility has investors worried about a US recession, blaming Trump’s tariffs and economic policies. But is this hysteria justified?
Donald Trump’s recent comments about Ukraine and Zelensky have sparked outrage. But is there a hidden strategy behind them?
Trump’s presidency has already sparked dramatic changes—not just in politics but in the corporate world. From free speech to ESG and DEI, this article explores how his election is reshaping global business culture and raising questions about honesty, accountability, and the future of capitalism.
The UK financial media is buzzing with speculation about rising gilt yields, but much of it misses the mark. Contrary to popular narratives, higher borrowing isn’t the culprit. Instead, the real story lies across the Atlantic, in the US Treasury market and Trump’s economic policies. Here’s why this matters for UK markets—and why I believe this will be short-lived.
Since I launched Woodford Views in April, I've shared my thoughts on markets, the economy, and the broader trends shaping our world. With 2025 on the horizon, I wanted to share my views on what I think the key drivers of the global economy and financial markets will be in the first part of next year.
The US election results are in, and markets are on the move. With Trump back in the White House and a Republican sweep in Congress, we’re seeing big shifts across equities, bonds, and currencies. But are the markets overestimating the inflationary impact of Trump’s policies?
The US election results are in. With Trump’s victory and a Republican-led Senate, what will this new political landscape mean for global growth, inflation, and upcoming central bank decisions?
