Global trade tensions escalate as the US announces new reciprocal tariffs, prompting retaliatory measures from major economies, fuelling market volatility and uncertainty in global supply chains.
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Bank of England cuts rates: how low can they go?
Last week was marked by significant global trade tensions, primarily driven by the US imposing tariffs on multiple countries, leading to market volatility, corporate earnings impacts, and concerns over global economic growth.
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Premium Grade
The unveiling of DeepSeek’s advanced AI model in China led to significant global market volatility, particularly impacting technology stocks and prompting a reassessment of competitive dynamics in the AI sector.
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Is cheap always cheerful?
The global financial landscape from January 20–24 2025, was dominated by shifts in trade policies and monetary tightening, with the EU-China World Trade Organisation dispute and US tariff threats spotlighting the fragility of international trade dynamics.
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Fed up or ready to cut?
The anticipation of President-elect Donald Trump’s policy implementations, particularly regarding tariffs and trade relations, has introduced uncertainty and potential volatility in global markets, prompting regions worldwide to prepare for economic adjustments.
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Rise in UK gilt yields – a canary in the Bank of England mine
Global financial markets were rocked by a significant bond market selloff, with rising yields across major economies (US, EU, UK, Japan, and others), fuelled by inflation fears, concerns over US trade policies under the incoming Trump administration, and shifting investor sentiment. This trend highlighted growing caution among investors, affecting equity markets, currencies, and future economic projections globally.
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Can US equity valuations be justified
Global financial markets navigated mixed signals from central banks, with US and European policymakers leaning towards rate cuts while Japan maintained its dovish stance. Inflation trends, regulatory challenges in tech, and commodity price dynamics shaped the week’s movements.
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Land of the rising bond yields
The global financial landscape during this period was shaped by central bank policies and economic resilience in the US, contrasted with challenges in Europe, China, and Japan. Inflationary pressures and mixed growth signals continued to influence market behaviour globally.