Ben Squared: 25th March 2025 : Market Stabilisation, The Dot Plot and Capital Flows

In this latest Ben Squared we begin by discussing the modest calm we are seeing in news flow and market performance, at least relative to a dramatic start to the year? We then pivot to a discussion on the Federal Reserve’s changes to its economic and interest rate projections, and the extent to which these are supporting/impeding market sentiment. Next we discuss capital flows, and the extent to which this is shaping investment performance, and the extent it may do so into the future? Finally, we offer a few glancing comments on this week’s UK Spring Statement, and how economic performance intertwines (or not) with market returns. This podcast was recorded on 24th March 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.