Paul Durrans, Investment Director, recaps on the recent weakness in global equities with headwinds from ongoing US tariff policy and soft US economic data. As we look ahead to this week, Friday's US labour market report will be key, with expectations that jobs growth continues to be healthy. The European Central Bank meet on Thursday with another interest rate cut expected, while China’s National People’s Congress meeting kicks off this week with economic growth projections expected to be unchanged despite the US tariffs.