Global Market Insights: July 2025
Overview
Wimbledon set the tone for markets in July, with champagne corks continuing to fly as the S&P 500 registered another ten record highs over the month. However, Europe was…
Read more →Internet Explorer is not actively supported by WH Ireland. To make sure you’re able to use all features, switch to a compatible web browser, such as Google Chrome or Apple Safari.
Overview
Wimbledon set the tone for markets in July, with champagne corks continuing to fly as the S&P 500 registered another ten record highs over the month. However, Europe was…
Read more →Macro
Q2 continued to be dominated by tariff news flow, with global recession fears mounting amidst Trump’s self-proclaimed ‘Liberation Day’ announcement. As trade deals have been reached, most recently with…
Read more →Overview
As we passed the summer solstice, the length of the US market rally showed no signs of shortening. Bears have long been out of hibernation, but are likely ready…
Read more →Overview
This year, April Fool’s Day occurred on the second day of the month, with so-called ‘Liberation Day’ placing substantial tariffs on nations across the globe. An island solely inhabited…
Read more →Overview
March saw Trump continue to give mixed Signals to the market on tariffs and news that sensitive military operations had been leaked to the press through the equivalent of…
Read more →Overview
February was a month to forget for US market participants. Whilst President Trump’s first term was a positive one for markets, like many sequels, Trump 2.0 has been disappointing…
Read more →World Market Summary
The main event in January was Trump’s return to the White House, but his welcome was short-lived as DeepSeek tested the narrative of US exceptionalism. The Chinese…
Read more →Macro
In Q4, markets were at the mercy of the ubiquitous political uncertainty, but we remained focused and grounded by macro data and company fundamentals. The US economy continued to…
Read more →World Market Summary
December is typically a mixed month for market performance and 2024 was no different, but the notorious ‘Santa rally’ failed to materialise. Bond yields rose and stocks…
Read more →World Market Summary
In fitting fashion, firework season went off with a bang as Donald Trump resoundingly saw off Kamala Harris to secure his second term in office. In doing,…
Read more →By continuing to use this website you will be agreeing to the website Terms and Conditions and Privacy and Cookies Policies.