Market updates.

Market Update – 2nd April 2025.

Market Update – 2nd April 2025.

2nd April 2025

On Tuesday, the FTSE 100 and European stocks saw positive gains, while US stocks fluctuated before closing marginally higher. As we expected, reports this week suggest that the tariffs announced will be the highest amount set, giving countries the opportunity to take steps to bring the tariff amount down.

Market Update – 26th March 2025.

Market Update – 26th March 2025.

26th March 2025

This morning, UK headline CPI reading slowed from 3.0% in January to 2.8% in February, while core CPI inflation, which excludes volatile items such as food and energy, slowed to 3.5% from 3.7%.  However, despite this cooling, we expect inflation to speed up again in the coming months due to rising energy prices and the soon-to-be increase to employer national insurance contributions and minimum wage as this is likely be passed on to consumers.

Market Update – 19th March 2025.

Market Update – 19th March 2025.

19th March 2025

China’s economy showed promising signs in early 2025, with retail sales rising 4%, driven by the government’s strong efforts to boost domestic consumption and mitigate trade tensions with the US. Industrial production also grew by 5.9%, and fixed asset investment exceeded expectations with a 4.1% increase, adding a positive momentum to the outlook.

Market Update – 12th March 2025.

Market Update – 12th March 2025.

12th March 2025

On Friday, Chinese policymakers lowered their inflation target to around 2%. By Monday, the National Bureau of Statistics reported that February's Consumer Price Index (CPI) had fallen 0.7% year over year, with core inflation—excluding food and energy—declining by 0.1% last month.

Market Update – 5th March 2025.

Market Update – 5th March 2025.

5th March 2025

China’s Caixin manufacturing PMI climbed to 50.8 on Monday, marking its strongest expansion in three months and exceeding expectations. Since last October, the private-sector PMI has consistently stayed above the 50-point threshold that distinguishes growth from contraction. 

Market Update – 26th February 2025.

Market Update – 26th February 2025.

26th February 2025

This week has been relatively quiet for financial markets, but there are signs of renewed momentum in Europe's luxury goods sector which, after a period of sluggish performance, appears to be enjoying moderate revival.

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