28 July 2026
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- Renewed tariffs and higher oil prices increased US inflation risks, challenging equity valuations and expectations for stable interest rates.
- Political change was orderly, but UK assets remained dependent on Burnham demonstrating fiscal restraint while delivering his regional-growth agenda.
- Europe faced a difficult combination of energy-driven inflation, tighter credit and renewed trade friction, keeping further ECB tightening in consideration.
- Trade tensions, geopolitical risks and currency weakness combined to heighten global inflation concerns, reinforcing uncertainty for markets, supply chains and policymakers.
