7 July 2025
Not-so-magnificent banks – Download Chart of the week
The Market Place – Download Market Data
- Even as markets are buoyed by strong earnings and jobs, looming tariffs and fiscal uncertainty could hurt sentiment and dampen Fed rate‑cut expectations.
- UK economic growth persists but households face income squeeze; ongoing trade discussions and regulatory shifts could reshape corporate finance.
- EU navigates thin growth and tariff risks; bond volatility and trade negotiations dominate the financial outlook.
- Markets broadly recovered aided by dollar weakness, but global divergence and trade fragmentation risks loom large.
