News & Views

Global markets navigated a mixed week as investors balanced resilient UK equity performance against softer US returns and persistent inflation pressures. Fresh US inflation data reinforced the view that price growth remains above target, while central bank commentary signalled a continued data-dependent approach to policy. Meanwhile, shifts in US sustainability regulation and renewed diplomatic developments in the Middle East added further layers to an already complex global

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.