Market Synopsis – August 2025

Market Synopsis – August 2025

Here’s the rally; what’s the reason? The Fed has chosen to hold rates steady for a fifth straight meeting, with FOMC consensus beginning to divide. While President Trump has been vocal in criticising the Fed, Jerome Powell argues that the full inflationary impact of...
Market Synopsis – August 2025

Market Synopsis – July 2025

The last month has seen a plethora of global geopolitical and economic events, many of them seeming unrelated. Below, we summarise some of the most relevant developments and their potential investment implications: 90 days later, but where are the 90 deals?...