Insights

Weekly Market Commentary – 15th August

18 August 2025

This week the White House allowed Nvidia and AMD’s to resume selling some of their best AI-microchips to China, in a bid to lubricate US-China trade talks which were extended for another 90 days. The two moves mean a trade war has been averted, for now. Stocks rallied globally also helped by better than expected US inflation which raised bets of further interest rate cuts by the Federal Reserve at its next meeting.