The Market Call

The Market Call gives a periodic summary of major macro events, market themes and selected UK company-specific news.

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April 4, 2025

Week Ending 04/04/25: Clogging global trade – but unblocking the Great Rotation…?

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. 

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