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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November 29, 2024

Week ending 29/11/2024 – Giving Thanks in Mar-a-Lago as Trump renegotiates the world

This week Jeremy and Gareth talk through the goings-on in the USA, as Trump's cabinet takes shape - with some of the picks being less outlandish than you might think.  Trump's cheap energy policy ironically raises natural gas prices in the short term, and as ever, don't forget Japan...


The UK has been busy, with four Progressive clients ( Idox, Severfield, STV Group and IG Design) delivering news over the week, along with a flurry of results and trading updates.  Next week is "jobs week" - a couple of PMI Survey datapoints (China and the USA) plus US non-farm payrolls which are due on Friday. 

 

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