11 August 2025
Equity exuberance – Download Chart of the week
The Market Place – Download Market Data
- Growing market expectations for Fed rate cuts were intensifying after softer labour data and tariff worries, making near-term rate timing the dominant market theme.
- The BoE’s 25bp cut to 4% signalled a shift to modest easing to support growth — markets refocused on growth and gilt/FX sensitivity to policy moves.
- The EU balanced geopolitical resolve and internal policy adjustments this week — reaffirming support for Ukraine, advancing cultural and financial initiatives.
- Global markets and diplomacy were shaped by heightened geopolitical tensions — from Middle East conflict and Ukraine peace talks to shifting capital flows in Japan.
