Week Ending 07/02/25 - Trump plays games with tariffs....Reeves plays hide & seek with growth

This week, Gareth is joined by Progressive's Building & Construction analyst, Alastair Stewart.  The pair muse on Trump's tariff-based discussions with various world leaders, with Xi Jinping (the obvious and most-dangerous outlier) adding a bit of Chinese spice to the mix, with some largely-unreported moves.  Alastair describes the UK building stocks, and their reaction to the Bank of England's rate cut, as well as some (good and bad) fundamental drivers of sector activity.  Progressive clients with news included tinyBuild and STV Group.  Next week we have US inflation and both UK and EU GDP...which could put this week's halving of expectations in context...Brought to you by Progressive Equity.