Market Commentary

Highlights Business confidence has nosedived “Trumponics” is driving the economy towards recession There is another debt crisis looming. GBP...

Highlights Reeves is going to be forced into either tax rises or welfare cuts An FOMC member sees economic...

Highlights The pensions minister wants funds to invest more in the UK Having started a trade war, Trump may...

Highlights Reeves warns any trade war will harm the economy The U.S. faces reciprocal action from China, Mexico and...

Highlights Would a trade agreement change anything? Trump is running into a harsh economic reality Inflation is still above...

Highlights Starmer gives Zelenskyy his “full backing” Was Trump’s attack on Zelenskyy pre-meditated? Inflation eases, paving the way for...

Highlights Rates are expected to fall to 3.5% in early 2026 Trump wants Europe to be the guarantor of...

Highlights Overseas aid to be reduced to 0.3% of Gross GDP PCE estimates have risen again Greece is the...

Highlights Starmer pledges to spend 2.5% of GDP on defence by 2027 Bessent sees the economy is “brittle underneath”...

Highlights Reeves must ensure that the state pension is never taxed Tariffs and the DOGE may see the economy...

Highlights Consumers are still wary of the Government’s intentions Inflation may bring a fresh challenge for the Fed The...

Highlights Consumer Confidence falls again The Fed Vice-Chair believes that the Central Bank can observe for now Construction output...