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.
Read The Full ArticleMARKETS STUNNED BY TRUMPS EXPANSIVE TARIFFS
This week as Donald Trump celebrated “liberation day” global markets were far from celebratory.
Read The Full ArticleTariffs 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.
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