Market Updates

10 Nov 2025

Shutdown breakthrough offers glimmer of hope for markets

1 min read

Is the shutdown close to an end? Markets took a breather as Washington edges closer to reopening. After weeks of political gridlock, a rare break of ranks in the US Senate has steadied global sentiment.

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10 Nov 2025

Shutdown breakthrough offers glimmer of hope for markets

1 min read

Is the shutdown close to an end? Markets took a breather as Washington edges closer to reopening. After weeks of political gridlock, a rare break of ranks in the US Senate has steadied global sentiment.

3 Nov 2025

Dollar holds firm as markets digest Fed’s cautious cut

1 min read

With one central bank cutting last week, traders await the decision of another this week. There are no major swings to speak of but rather sterling and dollar holding steady amidst economic uncertainty on both sides of the Atlantic. The risks particularly to the pound ahead of the budget decision has helped the euro to edge higher.

27 Oct 2025

Fed decision looms whilst US China trade talks underway

3 min read

It’s all to play for this week. The US and China are on the verge of a truce and the ECB brace for a crucial health check on the Eurozone economy. Key storylines in the US tariff saga have reached a climax. There’s also some interesting news concerning something of a clean slate for South Africa and Nigeria, as far as money transfers in and out of the country are concerned.

20 Oct 2025

Sterling steady ahead of key inflation test

3 min read

Inflationary pressures and fragile leadership positions abound this week. Currencies remain stable but there’s tension in the markets. Below we look at sterling’s performance ahead of crucial UK inflation data, the yen softens on expectations of looser policy under Japan’s likely new prime minister, and more.

13 Oct 2025

Trade tensions ease as Trump opens door to China deal

4 min read

Trade tensions between the US and China appear to be easing this morning after President Trump signalled openness to talks. There’s still plenty of turbulence there, however. Sterling remains on edge ahead of UK jobs data and November’s Autumn Statement, while in Europe, President Macron’s political gamble to reappoint Sébastien Lecornu is being closely watched by investors seeking signs of stability.

6 Oct 2025

Euro slides as France faces fresh political turmoil

3 min read

Political upheaval is the flavour of the week, with fiscal strain providing a bitter aftertaste. France sees yet another prime minister resign and the euro falls, while Washington’s budget deadlock continues to weigh on the dollar. The Yen also reacted to news of a new leader in Japan. Volatility is very much here to stay.

29 Sep 2025

US government shutdown fears result in euro and pound gains

3 min read

It really is a house of cards. Deadlock over a short-term funding bill could trigger a US government shutdown this week, delaying Friday’s jobs data and weighing on the dollar. Sterling and other majors have firmed, though Reeves’ upcoming speech and downbeat OECD forecasts could temper sentiment.

22 Sep 2025

Dollar steady as markets await Fed speakers

2 min read

Dollar holds ahead of Fed speakers, euro strength worries the ECB, and UK borrowing climbs to a five-year high, underscoring the challenge for central banks balancing currencies, inflation, and fiscal credibility.

15 Sep 2025

Fed decision to test dollar’s direction

3 min read

The week ahead sees the Fed poised for its first rate cut since December, Fitch’s downgrade of France raising euro-zone concerns, and calls for the BoE to slow quantitative tightening amid rising borrowing costs.

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