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Week Ending 04/04/25: Clogging global trade - but unblocking the Great Rotation...?

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Manage episode 475199674 series 3525017
Content provided by Progressive Equity Research Ltd and Progressive Equity Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Progressive Equity Research Ltd and Progressive Equity Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Jeremy and Gareth react to Donald Trump's tariff pronouncements - major downward moves in US equities, and increased risk of a US slowdown.
But there is some hope that the UK could navigate these choppy waters cleverly - and even a small proportion of the capital currently being reallocated could make a huge difference to the UK markets.

UK stock news from Gear4Music, Pharos, tinyBuild, Intuitive Investments, Peel Hunt and Alphawave.

Next week - in addition to early responses to the US tariffs - we get Chinese inflation data, plus both inflation and sentiment survey info from the USA.

Brought to you by Progressive Equity.

  continue reading

119 episodes

Artwork
iconShare
 
Manage episode 475199674 series 3525017
Content provided by Progressive Equity Research Ltd and Progressive Equity Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Progressive Equity Research Ltd and Progressive Equity Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Jeremy and Gareth react to Donald Trump's tariff pronouncements - major downward moves in US equities, and increased risk of a US slowdown.
But there is some hope that the UK could navigate these choppy waters cleverly - and even a small proportion of the capital currently being reallocated could make a huge difference to the UK markets.

UK stock news from Gear4Music, Pharos, tinyBuild, Intuitive Investments, Peel Hunt and Alphawave.

Next week - in addition to early responses to the US tariffs - we get Chinese inflation data, plus both inflation and sentiment survey info from the USA.

Brought to you by Progressive Equity.

  continue reading

119 episodes

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