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Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham.
This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments.
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UK retail sales rose as record-breaking summer temperatures led to higher spending. Meanwhile, in the US, the Federal Reserve irked President Trump with its widely anticipated rise in interest rates.
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Interest rate expectations rose, with inflation data and European Central Bank rate hike weighing on shares and bonds. Commodities were the exception, a reminder that diversification still earns its keep.
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12
US and Iranian strikes lifted oil prices, then a strong-looking US jobs report raised the odds of a rate rise later this month. Shares and bonds dipped, though a weaker pound cushioned UK investors.
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US equity indices rose after strong results from Nvidia, though the average US company was flat. Separately, the Federal Reserve's new chair, Kevin Warsh, warned that inflation is still too high.
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30
Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham.
This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments.
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Global equity markets gave up some of this year’s healthy gains. The ongoing conflict in Iran and its impact on commodity prices, future inflation and future interest rates remained at centre stage.
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18
Last week, US inflation cooled, easing pressure on the Federal Reserve, while renewed enthusiasm for AI and chip stocks gave emerging markets a boost. The pound strengthened, while the yen weakened.
Read our latest market commentary for you, by YOU. you-asset.co.uk/the-world-in…
18
Much of Britain is in drought, but there has been no shortage of market news. Cheaper oil and a weaker US jobs market lifted the interest rate threat, and global shares rose +2.6%.
Read our latest market commentary for you, by YOU.
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Made with AI
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Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham.
This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments.
24
The US-Iran conflict widened, yet oil ended the week lower & the Fed held rates. Tech earnings split sharply. One week & very different outcomes - which is exactly why diversification matters.
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Made with AI
26
Renewed Iran tensions and fresh US tariffs have revived inflation risks despite softer recent Consumer Price Index data. Diversification and staying invested is the key long-term message for clients.
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34
Technology shares declined last week as investors reassessed the scale of AI investment. US inflation cooled sharply, commodities rose as oil prices climbed, and UK equities quietly outperformed.
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Made with AI
34
Conflict in Iran reignited last week, sending oil and commodity prices sharply higher. History suggests patience, not panic, is the best response to geopolitical shocks.
Read our latest market commentary for you, by YOU.
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29
Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham.
This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments.
21
US jobs growth slowed, easing fears of an interest rate rise. Technology shares continued to exhibit volatility, UK government bonds declined on new spending plans, and the Japanese yen hit a 40-year low.
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25
Markets fell last week on a tech and chip sell-off. Keir Starmer resigned as UK PM, the oil price fell as the US and Iran moved towards a deal, and US inflation remained slightly elevated.
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Made with AI
26
Renewed hope of an end to the standoff in the Strait of Hormuz as well as an ongoing rally in global technology stocks led equity markets higher over the week.
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20
The week ended with the IPO of SpaceX, however, there is life outside of the vacuum of Space(X) and we saw another announcement from President Trump citing a deal between the US and Iran.
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#GlobalMarkets
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US shares hit record highs midweek before a strong jobs report sparked a sell-off, leaving them lower over the week. Markets are hard to time, and staying invested remains as compelling as ever.
Read our latest market commentary for you, by YOU.
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