Economic Events and Outlook - 30th September 2025 The period from April to September 2025 was defined by President Trump’s sweeping tariff announcements, which caught the market by surprise. Since then, we have seen a strong rally in global equities, driven by stronger than expected economic growth in the US and AI optimism. You can find our review of the 6 months to 30th September 2025 here:

Economic Events & Outlook - 30th June 2025 Markets have been whipsawed across the first half of 2025 as a result (almost exclusively) of...

Economic Events & Outlook 24/25 2024 was a strong period of growth for global stock markets, driven by ‘US Exceptionalism’. However, Q1...

Economic Events & Outlook - 31st December 2024 2024 was defined by two distinct periods of strong performance in the US. Over the year,...

Economic Events and Outlook - 30th September 2024 A lot has changed in the past six months, as markets have moved from rate hiking cycles...

Key Announcements - 30th October 2024 On 30th October 2024, Rachel Reeves, the first female Chancellor, and the first Labour Chancellor...

Economic Events & Outlook - 30th June 2024 The expectation at the start of the year for wider markets was that both inflation and...

Economic Events & Outlook - 31st December 2023 At the start of 2023, the base assumption across markets was that rising interest rates...

Economic Events & Outlook - 30th June 2023 The first 6 months of the year saw significant volatility in markets, as Central Banks...

Economic Events & Outlook - 31st December 2022 2022 was a very difficult year for investors, with the largest interest rate hikes in 30...