Markets

De-escalations in trade, but re-escalations in inflation?

Our specialists discuss the latest themes and events shaping global bond markets.

16 May 2025 . 20 min

This week Brian Daingerfield and Paul Robson discuss the current state of global markets, focusing on unexpected strength in the UK economy and the impact of recent US trade de-escalation on the dollar. But what challenges lie ahead for growth and monetary policy on both sides of the Atlantic?

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NB. This episode was recorded on 15 May 2025.

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De-escalations in trade, but re-escalations in inflation?

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