THE 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.
Read The Full ArticleJAPANESE EQUITIES GET A BOOST BUT US TRADE PARTNERS FACE TOUGH CHOICES
This week economic data was scant, but corporate updates were abundant. The overall picture for corporate earnings has been positive as companies across a range of industries presented positive updates.
Read The Full ArticleTHE TRUMP TARIFFS SHOWS UP IN RISING INFLATION BUT OUTLOOK FOR CENTRAL BANKS SEEMS UNCHANGED
This week’s inflation numbers provided the first evidence that Donald Trump’s tariffs are pushing up prices.
Read The Full ArticleTRUMP’S ATTENTION RETURNS TO TARIFFS BUT MARKETS TAKE THEM IN THEIR STRIDE
This week the delay on Donald Trump’s reciprocal tariffs expired with little progress on trade talks.
Read The Full ArticleGILT MARKETS MOVED BY CHANCELLOR’S DISTRESS BUT UNPHASED BY POTENTIAL FOR LARGER US DEFICIT
This week Rachel Reeves’ employment prospects delivered a reminder of just how unsettled financial markets are.
Read The Full ArticleCEASEFIRE IN THE MIDDLE EAST COOLS OIL PRICES AS DOLLAR WEAKENS
This week markets news has been all about the US. America dramatically intervened in the Israel-Iran war by bombing Iran’s nuclear infrastructure and then forced the two sides to agree a ceasefire.
Read The Full ArticleCENTRAL BANKS SIT ON THE FENCE IN THE FACE OF CONFLICTING SIGNALS
This week investors may be forgiven for feeling slightly wrong-footed by the latest economic data.
Read The Full ArticleOIL PRICE SPIKES AFTER ISRAEL ATTACKS IRANIAN MILITARY AND NUCLEAR TARGETS
This week’s relatively calm progress for markets was shaken by an Israeli attack on dozens of Iranian military and nuclear infrastructure targets.
Read The Full ArticlePOLITICAL PUNCH AND JUDY ACTS MASK LONGER TERM ECONOMIC CHANGES
This week has been an eventful one with economic and political news being shaken up by public spats on both sides of the Atlantic.
Read The Full ArticleMORE UNCERTAINTY AFTER US COURTS RULE AGAINST ‘LIBERATION DAY’ TARIFFS
This week added to uncertainty surrounding US tariffs. The usual Donald Trump playbook of starting aggressively before quickly walking back the
most extreme positions was rerun.