Weekly Insights
Weekly Insights 38
June 30, 2025
Weekly InsightsWeekly Investment Insights
At a summit in the Hague last week, Nato allies pledged to raise defence spending to 5% of GDP by 2035. This was music to President Trump’s ears who reassured the allies that he is “with them all the way”. Although this assurance from...
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June 20, 2025
Weekly InsightsWeekly Investment Insights
Saturday 21 June marks the summer solstice in the Northern Hemisphere. This is the day with the most daylight hours in the year and is celebrated as the start of summer in many cultures. However, despite currently being in the season of long days...
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June 16, 2025
Weekly InsightsWeekly Investment Insights
The short week kicked off with a thaw in trade tensions between the US and China as representatives from the world’s two largest economies met in London to continue negotiations. However, concerns rose again later in the week when President Trump told reporters that...
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June 5, 2025
Weekly InsightsWeekly Investment Insights
Published early, on 5 June 2025, in light of the public holiday weekend As ash and gas billowed from Sicily’s Mount Etna, some steam also escaped from the S&P 500, following its best May in over three decades. Stocks, bonds, and the dollar all retreated...
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June 1, 2025
Weekly InsightsWeekly 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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