The Market Call - Week Ending 28th March 2025

What this episode covers

This week, Jeremy and Gareth discuss some home truths about the UK economy - Rachel Reeves has reassured bond investors for now, but the low-growth, stubborn-inflation structural problems persist. Ironically, Trump's erratic tariff-wielding tactics could drive capital AWAY from the USA, to the benefit of China, Germany and even the UK equity market. And this week, a couple of UK stocks with "reasonable" news - Xaar and SRT Marine - saw 25%+ price moves suggesting that many stocks are priced for pessimism. Gamma Communications delivered a solid 2024, and we think investors are more wary than they should be of German expansion. Next week sees Chinese confidence data, European inflation and crucially US jobs...as well as 2 April seeing Trump's tariffs (probably....) come into effect.

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Frequently Asked Questions

How long is this episode of PIWORLD Investor Podcasts?

This episode is 14 minutes long.

When was this PIWORLD Investor Podcasts episode published?

This episode was published on March 28, 2025.

What is this episode about?

This week, Jeremy and Gareth discuss some home truths about the UK economy - Rachel Reeves has reassured bond investors for now, but the low-growth, stubborn-inflation structural problems persist. Ironically, Trump's erratic tariff-wielding tactics...

Can I download this PIWORLD Investor Podcasts episode?

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