Insights

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Weekly Market Commentary – 3rd October

3 October 2025

This week there was little reaction to the US government’s shutdown. US equities were part of the global rally in risk assets and US government bonds also gained, as yields fell, as part of the general move up in developed government bond prices. The shutdown and furlough of non-essential staff means, among other things, that there is no monthly update…

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Weekly Market Commentary – 3rd October
Bond markets raise chance of disappointment as they price for aggressive rate cuts in 2024

Bond markets raise chance of disappointment as they price for aggressive rate cuts in 2024

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More good news on inflation keeps markets in a positive mood

More good news on inflation keeps markets in a positive mood

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Chancellor hopes national insurance cut will put voters in a positive mood

Chancellor hopes national insurance cut will put voters in a positive mood

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Markets look towards rate cuts as central banks try to tamp down expectations

Markets look towards rate cuts as central banks try to tamp down expectations

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Every month we share our insights about the UK economy, world affairs and what this means for capital preservation and financial well being.