17 November 2025
MAG7 Madness? – Download Chart of the week
The Market Place – Download Market Data
- The end of the shutdown sparked a strong risk-on rally, with investors increasingly pricing in imminent Fed rate cuts.
- UK markets showed caution amid global growth fears; gilt demand remained strong, while political uncertainty over tax policy pressured the pound and investor confidence.
- With the ECB signalling a steady policy stance and global growth concerns rising, euro area assets face a tug-of-war between resilient fundamentals and external risk spillovers.
- China’s weak economic data, rising geopolitical tensions with Japan, and US fiscal uncertainty heighten global market risks, pressuring emerging-market equities and currencies while sustaining oil demand amid reopening optimism.
