#us-monetary-policy
#us-monetary-policy
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#gold #geopolitical-tensions #safe-haven-demand #fiscal-uncertainty #global-equities #techai-concentration
World news
fromLondon Business News | Londonlovesbusiness.com
3 weeks agoWeekly investment commentary: Stay the course but stay diversified - London Business News | Londonlovesbusiness.com
Global equities returned strongly in 2025 (~20% local; 14.7% sterling) despite sharp volatility from policy shocks, dollar weakness, and concentrated US tech gains.
Miscellaneous
fromLondon Business News | Londonlovesbusiness.com
1 month agoEuropean defence stocks fall as US gives Ukraine ultimatum - London Business News | Londonlovesbusiness.com
European equities fell as defence stocks weakened amid a US-Russia deal prospect, implying increased European defence spending and focus on a US Fed rate cut.
Miscellaneous
fromLondon Business News | Londonlovesbusiness.com
2 months agoYield differential remains in favour of the US, Euro lacks recovery momentum - London Business News | Londonlovesbusiness.com
EURUSD movement is driven by Atlantic growth and yield differentials, with U.S. higher-for-longer policy and tariff risks supporting the USD over the EUR.
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