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Client Update - 21st February 2025
I did try very hard to avoid Donald Trump last week, however I am afraid this week he has forced his way back into my weekly musings. Be...
Appleton Fox
Feb 214 min read
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Client Update - 14th February 2025
The Bank of England’s (BoE) decision to cut interest rates by 0.25% last week was widely anticipated, but it still stunned some...
Appleton Fox
Feb 144 min read
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Client Update - 7th February 2025
I appreciate that by the time you read this President Trump has probably staked claim to another piece of global real estate to go with...
Appleton Fox
Feb 73 min read
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Client Update - 31st January 2025
A slightly different US aspect to start the week as we were back on interest rate watch, with the first policy announcement of the New...
Appleton Fox
Jan 315 min read
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Client Update - 24th January 2025
It was good to focus on the UK last week, as I had a sneaky suspicion that this week would be all about the return of Donald Trump. As it...
Appleton Fox
Jan 243 min read
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Client Update - 17th January 2025
There has been growing commentary around the US big-cap stocks’ valuation premium over UK stocks that has risen to record levels since...
Appleton Fox
Jan 163 min read
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Client Update - 10th January 2025
Happy New Year to you. Having had a little break, returning to work seems like not a lot has changed. UK politics remains in a frightful...
Appleton Fox
Jan 105 min read
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Client Update - 20th December 2024
We are almost there. Christmas is around the corner and my thoughts are already turning towards how the Christmas Turkey will impact on...
Appleton Fox
Dec 20, 20244 min read
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Client Update - 13th December 2024
With some trepidation, I made my way more carefully into the office this morning, being Friday 13th after all. It is certainly a bad day...
Appleton Fox
Dec 13, 20244 min read
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Client Update - 6th December 2024
Something different for you this week. I might not often display an affinity to our ex-cousins from across the channel, but boy does...
Appleton Fox
Dec 6, 20243 min read
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Client Update - 29th November 2024
Is Donald Trump serious about tariffs? This has been the question hanging over not just world markets but the whole world of economics....
Appleton Fox
Nov 29, 20244 min read
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Client Update - 22nd November 2024
The G20 summit in Rio de Janeiro had been billed as a moment for “the West and the Rest” to show unity, yet the various agendas that have...
Appleton Fox
Nov 22, 20243 min read
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Client Update - 15th November 2024
Where do we go from here? Brexit was supposed to be the UK’s big opportunity to make its own brave path in negotiating global trade with,...
Appleton Fox
Nov 15, 20243 min read
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Client Update - 8th November 2024
It seems harsh on Kemi Badenoch that her triumph in the Conservative party leadership election is not headlining my weekly update this...
Appleton Fox
Nov 8, 20243 min read
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Client Update - 31st October 2024
Chancellor Rachel Reeves has delivered her budget. The headlines for our clients are clear. Pension will fall into your estate for...
Appleton Fox
Oct 31, 20244 min read
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Client Update - 25th October 2024
Chancellor Rachel Reeves was in Washington this week for her first set of International Monetary Fund (IMF) and World Bank annual...
Appleton Fox
Oct 25, 20243 min read
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Client Update - 18th October 2024
Inflation data gave us a pleasant but temporary break from geopolitics this week, as the consumer prices index (CPI) fell to 1.7 per cent...
Appleton Fox
Oct 18, 20244 min read
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Client Update - 11th October 2024
After Sir Keir Starmer’s big win for Labour this summer, it looked like UK politics might settle down following years of Brexit-induced...
Appleton Fox
Oct 11, 20243 min read
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Client Update - 4th October 2024
Before we look at markets we must pause and reflect on the lives lost in the US from Hurricane Helene. As I write this, over 120 are dead...
Appleton Fox
Oct 4, 20243 min read
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Client Update - 27th September 2024
The Labour party conference passed without as much as a whimper this week, with fairly unexciting speeches from Rachel Reeves and Sir...
Appleton Fox
Sep 27, 20243 min read
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