Stock analysis posts tagged "interest rates" from Openbook.

The AI build-out has become a macroeconomic demand shock, and it is the marginal reason the Fed is close to hiking. Investors hold AI equities as shelter from the tightening they are causing.

Housebuilding is the worst-performing FTSE 350 industry group of 2026. With a September rate cut priced out, Taylor Wimpey shows where the damage lands.

The UK energy shock is a real-income squeeze, not overheating. Because bill support is now income-tested rather than universal, CPI prints hotter while demand weakens. The Bank should hold, not hike.