News & Views

Markets ended September with diverging performances, as UK equities outpaced global peers while U.S. indices split between industrial strength and tech weakness. Safe-haven demand lifted gold to new records, while oil prices fluctuated on supply headlines. Central bankers struck a cautious tone, with the Bank of England signalling confidence in disinflation and the ECB describing inflation as “reasonably benign.”

Global markets diverged last week as U.S. equities gained while UK shares slipped. The Bank of England held rates steady and slowed QT, Eurozone inflation stayed at target, and the ECB hinted at a “contingency cut.” Gold hit record highs, oil prices firmed, and Climate Week NYC drew record participation. Looking ahead, investors eye U.S. GDP and PCE data, UK flash PMIs, and Germany’s Ifo survey for fresh signals.

Global equities steadied last week as investors balanced Powell’s cautious Jackson Hole remarks with stronger US manufacturing data and stubborn UK inflation. We review the latest market moves, policy signals, commodity trends, ESG updates, and geopolitical shifts shaping sentiment heading into September.

Global equities hit record highs last week, though momentum faded by Friday. Investors now turn to the Fed’s Jackson Hole meeting for clarity on interest rates, while economic resilience in the UK and geopolitical shifts add to the week’s outlook.

Markets rallied in July 2025 as trade tensions eased and central banks diverged in policy direction. A new US–EU tariff agreement boosted investor confidence, while global equities surged—led by Hong Kong and Thailand. Despite inflationary pressures, diversified portfolios benefited from strong sector performance in Financials and Technology.

Markets showed mixed signals last week, as investor optimism clashed with rising inflation and geopolitical unease. Tech-heavy US indices saw gains on central bank reassurance, while UK inflation and European trade tensions tempered global confidence. With earnings season heating up and key central bank meetings on the horizon, this week is set to test the resilience of markets - and policy makers alike.

Markets held firm last week despite fresh US trade tariff headlines, with the FTSE 100 leading gains. This Weekly Market Review covers the latest UK economic contraction, a record-breaking copper rally, steady inflation expectations, and updates from central banks and global politics. Plus, we look ahead to key inflation data from the US, UK, and EU this week.

In this week’s Clevers Market Review, we look at how global markets reacted to rising trade tensions and central bank commentary. Industrials led gains in a shortened trading week, while food inflation climbed in the UK amid extreme weather. We also cover key geopolitical developments, Nestlé’s ESG initiative, and what to watch in the week ahead as tariff deadlines and economic data releases loom.

June 2025 saw strong market gains driven by a temporary US-Israel-Iran ceasefire, easing inflation, and tech sector outperformance. While the ECB cut rates, the Bank of England and Federal Reserve held steady amid persistent inflation. Norway and Korea led regional gains, with technology driving sector performance. Despite optimism, mixed signals from trade policy and inflation trends underline the need for a diversified investment approach. Read the full monthly market revie

Markets soared following a breakthrough ceasefire, while inflation and GDP revisions kept investors on edge. In ESG, major players like Microsoft and Coldplay made bold climate commitments. Discover this week’s key market moves and sustainability headlines in under 5 minutes.