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June 1, 2025

Weekly Insights

Weekly Investment Insights

Written 30 May 2025, In a week that was light on economic data releases, US trade policy continued to drive market sentiment. Midweek, the US Court of International Trade delivered a surprise ruling, deeming President Trump’s trade tariffs unlawful. However, by Thursday, a US federal...

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May 26, 2025

Weekly Insights

Weekly Investment Insights

  Last week, markets were caught off guard by President Trump’s announcement that he recommends imposing a 50% tariff on imports from the EU from June 1, stating that the talks with the EU are “going nowhere”. However, it did not take long until that...

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May 19, 2025

Weekly Insights

Weekly Investment Insights

  There will be more fish in the sea for the EU following Britain’s agreement to open its fishing waters for 12 more years to EU boats, as part of a post-Brexit reset agreement discussed over the weekend. This agreement comes ahead of a London...

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May 12, 2025

Weekly Insights

Weekly Investment Insights

  Trade talks are moving forward, with a deal between the US and the UK announced last week, while China and the US have agreed to significantly reduce tariffs for the next 90 days. The US will lower tariffs on Chinese goods from 145% to...

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May 5, 2025

Weekly Insights

Weekly Investment Insights

  Spring has sprung and as the green leaves return to the trees around us, so too did the green on our Bloomberg screens at the end of last week. Both the Nasdaq and the S&P 500 recovered the losses that they had endured in...

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