Insights

Candid insights to help with the relationship you have with your money.

Weekly Market Commentary – 2nd May

8 May 2025

This week we have seen more evidence of the headwinds that US corporations expect from the introduction of punitive trade tariffs. As second quarter earnings season progresses, more US companies are listing tariffs as a risk for future revenues and profits and many are beginning to quantify the effect. In the case of Apple, the company estimates the impact is…

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Weekly Market Commentary – 2nd May
Government bonds under pressure again as inflation refuses to budge

Government bonds under pressure again as inflation refuses to budge

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Markets rise but investors remain cautious as war breaks out in the Middle East

Markets rise but investors remain cautious as war breaks out in the Middle East

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Investors concerned the Fed may become more hawkish as US economy remains resilient

Investors concerned the Fed may become more hawkish as US economy remains resilient

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Inflation cools but higher energy prices complicate the outlook for central banks

Inflation cools but higher energy prices complicate the outlook for central banks

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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.