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Weekly Market Commentary – 16th May

19 May 2025

This week brought further twists and turns from US trade policy as the US and China agreed to step back from the most extreme tariffs. This was welcomed by equity markets as the S&P 500 index turned positive for the year to date. This is despite tariffs of 30% remaining on Chinese goods entering the US and tariffs of 10%…

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Weekly Market Commentary – 16th May
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.