Market Updates

 
Epic Investment Partners Weekly Article

Epic Investment Partners Views: The Week Ahead

Markets face a relatively quiet data week focused on US–China trade talks, inflation reports, and UK figures, while global sentiment is shaped by rising US tariffs, mixed economic signals, and China’s deepening deflation and trade struggles.

Epic Investment Partners Weekly Article

Epic Investment Partners Views: The Week Ahead

Markets are bracing for a busy week of global data and central bank signals—including US jobs and the ECB’s rate decision—amid ongoing trade tensions, mixed US economic signals, and rising concern over tariffs’ impact on growth and inflation.

Epic Investment Partners Weekly Article

Epic Investment Partners Views: The Week Ahead

Markets were buoyed by easing US-China tensions and soft US inflation data last week, though Moody’s US credit downgrade and weak retail sales unsettled sentiment; this week brings Eurozone CPI, UK inflation, and a wave of central bank commentary alongside global economic forums and key housing and PMI data.

Still selective as trade conflict cools

BlackRock Commentary: Still selective as trade conflict cools

The U.S.-China trade deal marks a significant de-escalation, reinforces that hard economic constraints are shaping policy, and suggests limited long-term growth impact from tariffs—keeping Blackrock risk-on while selectively watching earnings.

Epic Investment Partners Weekly Article

Epic Investment Partners Views: The Week Ahead

Markets are focused this week on key economic data from the US, UK, and eurozone, while central bank signals, easing geopolitical tensions, and China’s fresh monetary stimulus shape the macro outlook amid cautious Fed messaging and ongoing trade policy uncertainty.

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