News & Views

Rising energy costs kept inflation and interest rates firmly in focus, as the ECB announced a rate increase and US wholesale inflation accelerated. This week’s review also explores the financial fallout from UK flight disruption, escalating US–Canada trade tensions and new sustainability guidance for advisers. Looking ahead, decisions from the Federal Reserve and Bank of England take centre stage alongside key economic data.

Global markets rebounded strongly over the past week, with equities posting notable gains following a more cautious tone earlier in the month. The improvement in risk sentiment comes against a complex backdrop of easing UK inflation, renewed US trade policy developments, and widespread weather-related disruption affecting supply chains across multiple regions.

2025 was marked by shifting policy, geopolitical tension and rapid changes in investor sentiment. While easing inflation and cautious rate cuts supported markets, trade tensions repeatedly triggered volatility. Sharp sell-offs—most notably in April following US tariff announcements—were followed by swift recoveries, underscoring market resilience. The year reinforced the value of diversification, discipline and a long-term approach as leadership rotated across regions, sector

Last week saw markets react to ongoing geopolitical uncertainty, stubborn inflation dynamics, and central bank hesitation. From renewed tariff tensions to steady interest rate decisions, global investors navigated a cautious landscape. In this week’s review, we explore key market movements, policy updates, and the latest in ESG and geopolitical developments to help you stay informed and ahead of the curve.

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.