25 November 2025
Protection racket – Download Chart of the week
The Market Place – Download Market Data
- Nvidia’s results plus Berkshire’s Alphabet stake dominated markets – strong corporate earnings tempered AI-bubble fears and shifted investor focus back to earnings and durable demand for AI infrastructure.
- Budget uncertainty dominated market moves, raising gilt yields and pressuring sterling as investors priced fiscal credibility risk.
- The insolvency-law harmonisation is a material structural move – it should reduce cross-border legal friction and, over time, support deeper EU capital-market liquidity and investment flows.
- Heightened geopolitical tensions and policy shifts, from China‑Japan disputes to Gaza and G20 Global‑South initiatives, are driving market volatility and shaping investor priorities.
