19 August 2025
Key Jackson Hole meetings – Download Chart of the week
The Market Place – Download Market Data
- Markets are bracing for a potential September rate cut, with optimism pushing equities higher, while rising long-term yields and geopolitical tensions temper enthusiasm.
- Strong foreign capital inflows amid rising inflation reflect the UK’s attractiveness, though domestic economic fragility and monetary caution persist.
- Europe faces strategic and policy headwinds-from trade friction to geopolitical pressure-dampening the economic optimism of recent equity gains.
- Short-term market optimism from the US-China truce and Trump/ Putin discussion and Japan’s Nikkei rally contrasts with risks from China’s slowdown and US-India trade tensions.
