Despite stock markets making strong headway in May, uncertainty proved to be persistent. Our European Strategist, Jeremy Batstone-Carr considers the potential effects on the global economy.
Roses and thorns
Spring Statement: What does it mean for your finances?
Sledgehammer
Twin Peaks
Jeremy Batstone-Carr, Raymond James European Strategist, takes a deep dive into some of last month’s destabilizing activities including the potential ramifications of the new US administration’s campaign promises and the recent upset in the technology sector generated by China’s norm-busting AI model, DeepSeek.
Will Syria trouble markets?
Seismic
Our European Strategist, Jeremy Batstone-Carr considers the potentially seismic effect of the US election result on global markets, and China in particular, including some possible effects of the much-touted trade tariffs that have been promised for the coming year. And as the effects of the UK Budget become clearer, what is the potential for domestic inflation?
Silver Blaze
With the long-awaited UK Budget and the US election now upon us, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the potential effects of tax rises and increased public investment (as well as an increase in borrowing), along with some thoughts on the direction of the markets post-election.