Welcome to the first edition of our new weekly market dashboard, ‘Markets in a Minute‘
Every Friday afternoon we publish our Markets in a Minute dashboard — a concise weekly snapshot of global markets, economic news and company headlines.
Written in plain English, it’s designed to give you a quick, high-level snap-shot of what has driven markets during the week, the key themes to be aware of, and the events to watch in the week ahead.
This week…
@ 15:28 – Friday 29th August 2025 – London.
Markets:
- FTSE 100 fell around 1.2 % to 9,195, weighed down by UK banking stocks on renewed windfall tax concerns.
- S&P 500 slipped about 0.3 % to 6,483, pulling back from record highs after U.S. inflation data came in above target.
- Nasdaq Composite declined roughly 0.6 % to 21,540, with tech stocks weaker on tariff worries and softer guidance from Nvidia.
- Euro Stoxx 50 eased 0.4 % to 5,375, following broader equity weakness.
- Bonds: U.S. 10-year Treasury yields edged higher to 4.23 %, while UK 10-year gilts held near 4.73 %.
- Commodities: Brent crude slipped to $68.2 (-0.5 % on the week); Gold eased to $3,410/oz (-0.6 %); Copper softened to $4.50/lb (-0.9 %).
- FX: The dollar weakened slightly. GBP/USD traded at 1.347, while EUR/GBP held at 0.867.
Macro:
- U.S. PCE inflation rose 2.6 % year-on-year in July, in line with forecasts but still above the Fed’s 2 % target.
- Markets continue to expect a September rate cut, supported by recent Fed commentary and a resilient labour market.
- In the UK, banking stocks came under pressure on renewed windfall tax speculation, despite improving business confidence data.
Company News:
- No notable updates this week from companies in our holdings or target lists.
- Nvidia reported robust AI demand but issued softer guidance, which weighed on the tech sector.
What to keep an eye on next week:
- U.S. jobs report (Fri) and July PCE inflation (Thu) will be key for the Fed’s outlook.
- Eurozone CPI (Fri) also due, providing direction for the ECB.
Markets move constantly and the numbers in this update will change. This is a snapshot only, pulled together from a range of sources, and is meant as a quick guide rather than a precise record. It’s not investment advice and shouldn’t be used to make trading or investment decisions. If you need more accurate or specific data over a defined period, please get in touch with a member of the team who will be happy to help.
Important Information
This article is for information only and does not constitute advice or recommendation and you should not make any investment decisions based on it. The views and opinions of this article are those of Casterbridge at the time of writing and may change without notice. Any opinions should not be viewed as indicating any guarantee of return from investments managed by Casterbridge nor as advice of any nature. It is important to remember that past performance and the value of an investment, and any income from it, may go down as well as up and the investor may not get back the original amount invested.