2 September 2025
Small Opportunities – Download Chart of the week
The Market Place – Download Market Data
- US markets held firm as GDP was revised upward, inflation remained sticky. Inflation rose to 2.9% YoY, the Fed’s preferred gauge, fuelling rate cut debates.
- UK markets dipped as gilt yields surged, stagflation fears grew, and pressure mounted on Chancellor Reeves ahead of Autumn Budget.
- European markets wavered amid inflation stability, political uncertainty in France, and cautious optimism driven by Germany’s fiscal reforms and defense spending.
- Asian markets diverged: China rallied on retail speculation, Japan steadied amid inflation signals, while broader Asia faced trade uncertainty.
