Hello,

As we look at the week ahead for investment markets, there is much to ponder for investors as a plethora of releases, from macro through to micro, hit the headlines. We’ll have GDP figures for Q3 from the US, interest rate decisions from the Fed, ECB, and BoJ, inflation figures on both side of the Atlantic, and the small matter of quarterly earnings releases from the likes of Alphabet, Amazon, Apple, Microsoft, and Meta respectively.

 

On the geopolitical front, President Trump will move on from Tokyo to a meeting with President Xi, in what markets hope will be a continuation of the recent thawing in trade and tariff rhetoric. The US government shutdown is likely to garner further attention as key food stamp benefits are set to expire this coming weekend.

 

Overall, some (or all the above), along with other items not mentioned, are liable to move markets in some shape or form over the week ahead. It’s the sort of week that financial journalists and commentors revel in. Indeed, there may be events this coming week that, with the benefit of hindsight, have a material impact on the direction of markets. However, for those with a consistent investment process, an enduring focus on the long term remains paramount.

 

As always, if you wish to discuss anything in this newsletter in further detail, please do get in touch.