15 April 2025
US Sector exposure to foreign revenue – Download Chart of the week
The Market Place – Download Market Data
- Extreme volatility and market swings dominated the US financial landscape as investors reacted sharply to escalating US-China trade tensions and then a partial tariff reprieve, overshadowing positive inflation data.
- Rising global trade tensions and their potential impact on growth and inflation heavily influenced UK markets, with expectations building for the Bank of England to implement significant interest rate cuts later in the year.
- The escalating US trade war created a cautious environment in EU markets, contributing to Euro strength and expectations of further monetary easing by the European Central Bank despite internal disagreements on timing.
- China responded aggressively to US tariff hikes with substantial retaliatory measures, leading to heightened trade war anxieties and continued focus on domestic economic indicators amidst global uncertainty.
