Ben Squared: 19th February 2025: Inflation and European Geopolitics

In this latest episode we review the latest US inflation and retail sales data and the impact this is having on expectations for interest rate policy there. We then discuss the (rapid) developments we are observing on Europe’s eastern flank as the Trump administration makes its position known. As always, we tie this news flow back to investment strategy, with a focus on European markets this week. Some brief comments on China’s advancing stock market also. This podcast was recorded on 17th February 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted on Ausha. See ausha.co/privacy-policy for more information.