News & Views

Markets softened last week as investors faced delayed US economic data, cautious central-bank signals and ongoing adjustment after November’s pullback. UK and US equities declined, with tech and growth names under pressure. Commodities were mixed, while geopolitical talks and COP30 outcomes added to a complex backdrop. Attention now turns to upcoming inflation releases, PMIs and policy updates across major regions.

Global markets ended the week subdued as investors weighed mixed economic data and shifting central bank signals. U.S. equities led declines amid rising yields and tech weakness, while the FTSE 100 was steadier, supported by defensives. Commodities strengthened, with gold near record highs. As inflation eases and rate cuts loom for 2026, markets remain cautious ahead of key data releases.

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.

Markets ended August on a cautious note as inflation remained a key theme across regions. UK services costs stayed elevated, while US data showed cooling headline inflation but persistent core pressures. The eurozone held steady with balanced price signals. Central banks signalled a slower pace of easing, and commodity prices edged higher. ESG and trade developments added to the mix as investors look ahead to September.

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.