Week Ending 09/05/2025 – What doesn’t kill you makes you stronger
This week Jeremy and Gareth discuss a smorgasbord of newsflow... from trade deals to interest rate cuts (or lack of them) and the selection of Maro Itoje as captain of the Lions team.
UK stocks discussed include ZOO Digital and Van Elle, and Jeremy describes the divergent outcomes for Alpha Group and Argentex...two payments/FX trading platforms who have had their resilience tested in recent years, with wildly different results.
Next week will see UK unemployment and GDP data, with US retail sales, inflation and consumer sentiment... watch for an angry Trump.
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