Week Ending 17/01/2025 – With the US priced for perfection, is the UK priced for failure…?
With peace breaking out in the Middle East, and Trump taking back the keys to the White House, the world is changing fast...
Jeremy and Gareth discuss the ways that the USA is causing trouble for other countries - and Rachel Reeves. But some benign inflation data rode to the rescue, and UK companies reporting "in line" trading are putting on double-digit percentage price gains: perhaps too much negativity is priced in??
We discuss Genus, Trustpilot, Hunting and Vistry, as well as Progressive clients Petro Matad, Xaar and Gamma.
Next week, watch for Japanese inflation - and their interest rate decision.
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