Caspar Rock: Monday markets - the week ahead on 7 May

Renewed trade tensions between the US and China have caused a spike in market volatility while continued Brexit uncertainty keeps the Bank of England on hold



Caspar Rock
Chief Investment Officer
  • Data released in the US last week showed strong employment and muted inflation. Federal Reserve Chairman Powell said “solid fundamentals” are supporting the economy and that temporary factors might be holding inflation down.  
  • A breakdown in trade negotiations between China and the US caused a jolt in markets...we expect to see more volatility.
  • The latest PMIs from Europe continued to show strength in France and Germany and continued weakness in Spain and especially Italy - this continues to be a concern.
  • Brexit negotiations are due to restart this week - the BOE is likely to keep rates on hold until there is more clarity.


Caspar Rock
Chief Investment Officer


Economic & Strategy Viewpoint
Market views

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.