MARKETS RALLY OVER US-CHINA THAW, FED RATE CUT AND TECH BONANZA
This week was a busy one in geopolitics, finance and markets. President Donald Trump zipped through East Asia on a whistle-stop tour, wrapping things up with a handshake moment in Beijing.
Read The Full ArticleJAPAN LEADS GLOBAL EQUITIES HIGHER AS OIL RISES SHARPLY
This week Japanese equities continued their strong run as Sanae Takaichi became the country’s first female prime minister.
Read The Full ArticleGLOBAL EQUITY MARKETS RECEIVE A REMINDER THAT US AND CHINA TENSION HAS NOT GONE AWAY
This week markets were reminded that the power struggle between the US and China remains unresolved. Markets have ignored tariffs over the
last few months, with sentiment being driven by the growth of AI/tech stocks, despite growing concerns over valuations in this sector.
UK LOOKS TO INDIA FOR GROWTH AS INVESTORS HOPE NEXT JAPANESE PM WILL BOOST EQUITIES
This week the prime minister has been in India trying to improve business links following the signing of the UK/India trade deal earlier this year.
Read The Full ArticleEQUITY AND BOND INVESTORS APPEAR UNCONCERNED BY US GOVERNMENT SHUTDOWN
This week there was little reaction to the US government’s shutdown. US equities were part of the global rally in risk assets and US government
bonds also gained, as yields fell, as part of the general move up in developed government bond prices.
TRUMP DRIVES SHORT-TERM MOVEMENTS BUT LONG-TERM EFFECTS LIKELY TO BE MORE SIGNIFICANT
This week the impact of US politics has been very much in evidence. Donald Trump’s intensified support for Ukraine has helped provide a bump for
defence stocks, along with repeated Russian incursions into Nato airspace.
FEDERAL RESERVE CUTS RATES AND OPENS THE WAY FOR FURTHER REDUCTIONS
This week Donald Trump’s state visit filled the headlines, but the main event for markets was the rate cut from the Federal Reserve.
Read The Full ArticleMARKETS COOL ON TECH AND DEFENCE STOCK VALUATIONS
This week brought a rush to secure trade deals with the US before Donald Trump’s 1 August deadline for the imposition of US reciprocal tariffs.
Read The Full ArticleRECIPROCAL TARIFFS COME INTO EFFECT AS EXPORTERS LOOK TO NEW MARKETS
This week brought a rush to secure trade deals with the US before Donald Trump’s 1 August deadline for the imposition of US reciprocal tariffs.
Read The Full ArticleTHE RETURN OF US RECIPROCAL TARIFFS SAP ENTHUSIASM IN GLOBAL EQUITY MARKETS
This week brought a rush to secure trade deals with the US before Donald Trump’s 1 August deadline for the imposition of US reciprocal tariffs.
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