August is typically a quiet month for the financial markets, however, this year it has been filled with market-moving news. Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events of the last few weeks.
Letter from America
With US tariff negotiations still featuring heavily in the news, Raymond James European Strategist, Jeremy Batstone-Carr, considers recent developments and their potential effects on the global economy.
Section 899 has been struck out of the US One Big Beautiful Bill legislation
The article explores what Section 899 could have meant for global markets and why its absence may prove just as significant as its original inclusion.
The merry, merry month of May
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
With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy.
Spring Statement: What does it mean for your finances?
Our Spring Statement article highlights the key points from the Chancellor’s recent announcement, outlining what it means for you ahead of the upcoming tax year.
Sledgehammer
With the current US administration seemingly taking a sledgehammer to established norms, our European Strategist, Jeremy Batstone-Carr considers the potential effects of tariffs, changing international relations, domestic increases in defence spending and more, on investments.
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?
The exit of President Bashir Assad from Syria has resulted in a bloodless revolution so far. However, could the uprising have an impact on oil 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?