Sell America Sentiment prevails
31/05/2025 by Tony Redondo The US Dollar continues to dip as the Moody’s debt downgrade, weak GDP and TACO (Trump Always Chickens Out) continue to fuel a ‘Sell America’ sentiment in the financial markets.Last week, Moody’s downgraded the US credit rating from ‘Aaa’ to ‘Aa1’ due to growing debt concerns. Weak US GDP data with […]
Brexit reset or surrender?
24/05/2025 by Tony Redondo PM Sir Keir Starmer announced details of a UK-EU Brexit “reset” deal: – What Starmer’s new UK-EU deal means for you The BCC (British Chambers of Commerce) welcomed the new UK-EU reset deal saying that this “summit marks a new beginning” which is a turning point for British businesses. The […]
Tariffs
17/05/2025 by Tony Redondo If a year ago, someone would had announced that the best-case scenario would be for average US tariffs to quadruple, from 2.5% to over 10% they would have been considered a “doomsayer”. Today, the financial markets cheer the news. We are in the midst of a classic game of maximalist demands […]
Trade Deal Time
10/05/2025 by Tony Redondo There is a saying in London which runs “You wait for ages for a bus and then two come along together”. So, it can be said with the UK-India and UK-USA trade deals finalized last week, marking significant steps in the UK’s post-Brexit trade strategy amid global economic turbulence. The UK-India […]
Interest Rates in Focus
03/05/2025 by Tony Redondo The BoE (Bank of England) make their next monthly decision on UK interest rates on Thursday. The markets see an 80% chance of a 0.25% cut and a 20% of a bigger 0.5% cut but with inflation expected to spike to 3.7% in the coming months, the BoE finds itself between […]