Walker Crips' Market Commentary

Investor confidence rises – But for how long?


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UK economic data last week highlighted renewed inflation pressures and persistent uncertainty. Food inflation hit a one-year high in May, rising 2.8% year-on-year. Kantar reported that grocery prices surged 4.1%, the highest in 15 months, driven by higher payroll taxes and minimum wage hikes. Business confidence slumped, with Confederation of British Industry (“CBI”) surveys showing sharp declines across services, as firms cited rising employment costs and tax burdens. The Bank of England (“BoE”) Governor, Andrew Bailey, urged caution on rate cuts, citing inflation uncertainty and trade risks, while Monetary Policy Committee (“MPC”) member Alan Taylor advocated for easing due to downside risks. Despite headwinds, Lloyds’ business barometer rebounded to 50%, buoyed by Donald Trump’s softened tariff stance and a US-UK trade deal. However, artificial intelligence (“AI”) disruption concerns mounted, with youth unemployment rising to 12.6%...


Stocks featured:

Auto Trader Group, GSK and M&G


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This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange.

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Walker Crips' Market CommentaryBy Walker Crips Investment Management Limited

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