Tariffs and Liberation Day
The threat of tariffs has been hanging over markets since Donald Trump was
elected. Find out more…
Spring Outlook
The exuberance of US equity markets has given way to a more pessimistic outlook.
Read The Full ArticleCHANCELLOR ANOUNCES SPENDING CUTS TO APPEASE BOND MARKETS
This week we saw Chancellor Rachel Reeves deliver her Spring Statement in what was effectively a 30 minute address to UK gilt investors.
Read The Full ArticlePOTENTIAL FOR TARIFFS TO DRAG ON GROWTH MEANS CENTRAL BANKS ARE HAPPY TO HOLD RATES
This week as Donald Trump celebrated “liberation day” global markets were far from celebratory.
Read The Full ArticleEQUITY MARKETS CHILLED BY TARIFFS BUT TOO EARLY TO SOUND THE ALARM OVER US SLOWDOWN
This week there has been further fallout from US tariffs. As China and the European Union retaliated with their own tariffs, the US threatened to escalate tensions with further big increases.
Read The Full ArticleTRUMP’S TARIFFS ARE MAKING WAVES BUT MARKETS ARE STARTING TO IGNORE SHORT-TERM NOISE
This week markets are having to look past short-term news to discern a different long-term picture. The US imposed tariffs on trade with Mexico, Canada and China before swiftly granting an exemption for the US car industry.
Read The Full ArticleSERVICES SPENDING PUSHES UK INFLATION HIGHER AS US TALKS WITH RUSSIA SPUR EU DEFENCE STOCKS
This week UK inflation accelerated unexpectedly. The basket of goods used to make up the prices index is a best attempt at replicating average spending and sometimes this is more representative than others.
Read The Full ArticleMARKER UNMOVED BY US TARIFFS THREATS BUT POTENTIAL PEACE IN UKRAINE COOLS ENERGY PRICES
This week the Donald Trump effect was evident in markets again. Trump kicked off with 25% tariffs on steel and aluminium imports and ended the week with a promise of reciprocal trade tariffs on all US trading partners.
Read The Full ArticleBOE CUTS RATES AS IT CONFIRMS LOW GROWTH IS MORE CONCERNING THAN RISING INFLATION
This week the Bank of England cut interest rates as expected, but surprised markets with its gloomy outlook as its forecast of 0.75% growth would be lower than the measly growth seen in 2024.
Read The Full ArticleAssessing the Impact of Trump’s Tariffs
Global financial markets have been rattled by President Trump’s announcement of new tariffs. Find out more…
Read The Full Article