This week’s briefing unpacks the latest signals from the UK labour market as hiring steadies but fragility remains, and examines weak GDP growth across Britain’s main sectors ahead of the upcoming Budget. We explore the trillion-dollar web of AI investments reshaping global tech and discuss Goldman Sachs’ strategic move into venture secondaries. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week, we unpack the sharp slowdown in the UK’s service sector, examine the looming £20 billion downgrade to the Chancellor’s fiscal outlook, explore why investors are turning to gold amid global uncertainty, and discuss Brookfield’s record-breaking $20 billion energy transition fund. Tune in for insights on what’s moving the markets, policy, and investor sentiment.

This week, we unpack gold’s surge to record highs as investors seek safety in uncertain markets. We explore the rebound in UK private equity, driven by US capital and renewed confidence in dealmaking. We examine the sharp rise in job cuts among UK firms, highlighting the pressure from higher employer taxes.

We also discuss proposed reforms to business rates that could ease barriers for small businesses. Tune in for insights on what’s moving the markets, policy, and investor sentiment.YouTube Video Description This week, we’re diving into four major stories shaping markets and investor sentiment:

• Gold at record highs – Safe-haven demand drives bullion past $3,650 as Fed cuts loom.
• Private equity rebound – UK dealmaking regains momentum, fuelled by US investors and realistic valuations.
• Job cuts accelerate – UK firms trim staff at the fastest pace since 2021 under rising tax pressures.
• Business rates reform – Treasury considers changes to help small businesses expand and thrive.

Tune in for insights on what’s moving the markets, policy, and investor sentiment this week.