4 August 2025
5-Year Italian Bond Yields Now Trade below France – Download Chart of the week
The Market Place – Download Market Data
- The US made major progress locking in trade deals during this period, boosting markets, but weak employment data increased pressure on Fed policy.
- The UK is navigating spillover effects from shifting US tariff policy, while domestic inflation and growth concerns complicate Bank of England rate decisions.
- The EU-US trade war framework reshaped markets, marked by strong capital commitments from the US and clear political and economic apprehension within the EU.
- China is adapting its economic model, focusing on domestic consumption and reshuffling supply chains as US tariff policy casts shadow over export-led growth.
