Market Commentary

Trump’s proposed tariffs on imports, tax cuts, and reduced immigration are all likely to push costs and prices in the US up — which raises inflation. His election therefore resulted…

With Donald Trump being elected the 47th president of the United States this week, the market reaction was swift. Tesla was the standout performer on Wednesday, rising 15% in US…

From ballot boxes set on fire, social media spats, assassination attempts and volatile polling data, the reality show the US presidential election has become over the past 10 years has…

The Budget — market impact The market’s response to Chancellor Reeves’ budget on Wednesday was mixed. The FTSE 100, an index of the largest UK companies, remained flat after the…

Welcome to the latest edition of our monthly market roundup. October was a month packed with political events, earnings season and geopolitical conflict. In a month where only the Bank…

Today (Wednesday 30th October), Chancellor of the Exchequer Rachel Reeves delivered Labour’s first Budget in 14 years. The Budget was perhaps the UK’s most eagerly anticipated in decades, with Reeves…

In a week of light economic news, we turn our attention this week to the US earnings season. The third‑quarter earnings season has kicked off with 181 of the 500…

In a week dominated by more all‑time highs in the US equity markets, we examine fresh inflation data from some developed markets. This week also brought another interest rate cut…