CENTRAL 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.
US STRIPPED OF “TRIPLE A” RATING ON ITS DEBT AS TRUMP’S “TRIPLE B” PLAN PASSES FIRST HURDLE
This week the House of Representatives passed President Donald Trump’s “One Big Beautiful Bill Act” by a hairbreadth.
Read The Full ArticleMARKETS WELCOME EASING OF US-CHINA STANDOFF BUT OVERLOOK LONG-TERM EFFECT OF TARIFFS
This week brought further twists and turns from US trade policy as the US and China agreed to step back from the most extreme tariffs.
Read The Full ArticleUS/UK TRADE AGREEMENT BRINGS ONLY LIMITED RELIEF FROM MOST EXTREME TARIFFS
This week the UK and US agreed to meagre measures to head off the most punitive US tariffs.
Read The Full ArticleEQUITY MARKETS CLOSE TO ERASING EFFECT OF APRIL TARIFFS DESPITE COMPANY WARNINGS
This week we have seen more evidence of the headwinds that US corporations expect from the introduction of punitive trade tariffs.
Read The Full ArticleMARKETS RISE FOLLOWING A CALMER APPROACH BY THE WHITE HOUSE
This week investors enjoyed a rally in global markets, apparently soothed by the more accommodative stance of the White House.
Read The Full ArticleMARKETS CONTINUE TO BE DRIVEN BY CHAOTIC US APPROACH TO TARIFFS
This week the wild ride for markets continued as stocks, bonds and currencies were driven by the rapidly changing news about US tariffs.
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