7 Minutes on Markets

In this episode, Ben and Sam explore recent global central bank decisions, focusing on rate cuts by the US Federal Reserve, the Bank of England's hold, and Japan's ongoing deflation battle.

The podcast episode discusses major economic and political developments affecting global markets. In the US, a Federal Reserve meeting is expected to result in rate cuts, with a 99% probability according to betting markets. Meanwhile, the UK's recent GDP figures align with expectations, suggesting stability despite economic and political turbulence. Political changes in France and Japan are also noted for their impact on markets.

Ben and Sam examine the multifaceted dynamics affecting global markets, from the unexpected twists in European bond yields to uncertainties spurred by geopolitical stances, particularly Trump's controversial tariffs. Despite elevated bond yields, European countries like Italy demonstrate fiscal improvements. The UK market braces for November's budget, hinting at potential fiscal policy shifts.

In this edition of 7 Minutes on Markets, Head of Equity Strategy Ben Kumar and Investment Manager Sam Hannon look at the latest market events and movements across the globe.

In this edition of 7 Minutes on Markets, Head of Equity Strategy Ben Kumar and Investment Manager Sam Hannon look at the latest market events and movements across the globe.