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We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

July 04, 2025 | The Week Ahead

The Week Ahead – Independence Trade

The UK saw another round of combined sterling and gilt weakness, a pattern which is becoming worryingly familiar. Politics elsewhere seemed to have run a bit more smoothly with the US budget bill passing through the Senate and House, teeing up some degree of fiscal expansion for the year ahead. Tariffs remain on the agenda for the week ahead, as we approach the 9 July deadline. In Asia, we focus on the Bank of Korea’s likely hawkishness relative to potential rate cuts by the Reserve Bank of Australia and the Reserve Bank of New Zealand.

speakers

Dominic Bunning

Week Ahead Podcast Host & Head of G10 FX Strategy

Ruchir Sharma

US Economist

Jeong Woo Park

Asia Economist

Josie Anderson

European Economist

Andrew Ticehurst

Week Ahead Podcast Host & Australia Economist

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