Latest weekly investment updates
29/09/2025
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Zurich Ireland
Trump takes a jab at pharma
Global equities posted marginal gains in EUR terms last week. This was despite a few market jitters in the US after Fed Chair Jerome Powell’s comments that “by many measures…equity prices are fairly highly valued”, which prevented major indices from setting their fourth record in a row on Tuesday.
22/09/2025
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Zurich Ireland
Fed cuts rates…what’s next?
On Wednesday, the Federal Reserve decided to reduce interest rates by 25bps, the first cut in nine months.
15/09/2025
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Zurich Ireland
Getting to the top is easier than staying there
AI was leading the news again last week, but this time none of the Magnificent Seven companies were responsible.
08/09/2025
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Zurich Ireland
Bonds are speaking; are stocks listening?
The market’s eyes were fixed on the US non-farm payrolls report last week, which provided an important snapshot of the US labour market ahead of the Fed’s September policy meeting.
01/09/2025
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Zurich Ireland
NVIDIA smashes sales records despite market jitters
NVIDIA’s sales soared 56% for the quarter, reaching an impressive $46.74 billion. Despite this strong performance, the stock dipped on Thursday as investors weighed the latest earnings report.
11/08/2025
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Zurich Ireland
Bad Intel or just bad intel?
Global equities shrugged off US recession fears last week as significant gains were made across the developed markets.
28/07/2025
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Zurich Ireland
US and EU strike trade deal; full details still to emerge
Markets moved higher once again last week, and the United States (US) market has now notched 11 new highs in the last 30 days.
21/07/2025
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Zurich Ireland
Oracle sees great investment in Europe’s future
There were further developments on the tariff front last week, and this had an impact on markets.
14/07/2025
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Zurich Ireland
The market doesn’t care for sequels
Monday resembled ‘Liberation Day 2.0’ last week. US President Donald Trump pushed the 9th of July deadline for tariff pauses back to 1st August, while also adding a slew of new tariffs to go into effect on that date.
30/06/2025
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Zurich Ireland
Are we out of the woods yet?
On Friday, the S&P 500 completed its comeback, notching a new all-time high. The index has grown approximately 27% in local terms from its lowest point in early April.