29 July 2025
Calm down – Download Chart of the week
The Market Place – Download Market Data
- US markets remain buoyant on strong earnings, solid consumer fundamentals, and crypto regulatory clarity, but rising inflation and tariffs present ongoing risks.
- UK inflation pressures intensified in June, but equity gains and currency weakness supported markets, though bond market jitters signal vulnerability.
- Europe has been navigating complex trade tensions, with an agreed 15% US tariff pact, while industrial recovery offsets broader export pressures.
- Broad global markets benefited from US earnings momentum and a softer dollar, international stocks outperformed with commodities reacting to geopolitical shocks.
