Market Commentary

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…

Oil prices rise Oil prices climbed this week due to concerns that escalating conflict in the Middle East could disrupt global energy supplies. There are fears that key energy infrastructure…

Welcome to the latest edition of our monthly market roundups. September was a month packed with important interest rate decisions around the world. The Federal Reserve, Bank of England, European…

Truss’ ‘mini‑budget’ anniversary This week marked the 2‑year anniversary of the infamous Liz Truss ‘mini‑budget’, which proposed major unfunded tax cuts, and helped sterling slide to its lowest level in…

The jumbo Fed cut We noted in our post last week that markets were heavily pricing in a 0.25% cut to the US Fed funds rate at their meeting this…