Markets had a relatively calm week. The tone was somewhat optimistic as the Fed acted in line with expectations and there were indications of progress on trade negotiations. The UK was first off the block on May 8th, and was followed yesterday by the all-important agreement with China to keep tariffs at 30% for the next 90 days. Markets have responded very positively and have jumped almost across the board. We recommend clients use this opportunity to lock in some profits and rebalance their portfolios.
- May 14, 2025
Weekly Newsletter – 9th May , 2025
- September 1, 2026
Weekly Newsletter – 28th August, 2026
U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since…
- August 24, 2026
Weekly Newsletter – 21st August, 2026
Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead…
- August 18, 2026
Weekly Newsletter – 14th August, 2026
Markets digest cooling inflation and softer spending as the Fed’s September hike odds recede, while Nvidia’s $500bn AI…