Welcome to 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…
@ 16:00 – Friday 5th September 2025 – London.
Markets:
- FTSE 100 rose 0.1% to 9,204, led by banks and industrials.
- S&P 500 was flat at 6,502, holding just below Thursday’s record high.
- MSCI Emerging Markets gained 1.2% to 1,277, supported by Latin America.
- Nikkei 225 rose 1.0% to 43,019, helped by yen weakness and exporters.
- Bonds: UK 10yr gilt yield fell to 4.40% (from 4.52%), US 10yr Treasury yield dropped to 4.10%, a five-month low. German 10yr Bund yield eased to 2.36%, as Eurozone CPI cooled.
- Commodities: Brent crude oil down 1.2% to $83.10 on inventory build news. Gold up 3.3% to $2,383/oz, strongest weekly gain since May, while Copper rose 0.6% to $8,473/t, supported by China stimulus hopes.
- FX: GBP/USD up 0.4% to $1.276, helped by firm UK retail sales and EUR/GBP flat at £0.850 after softer Eurozone inflation.
Macro:
- US: Non-farm payrolls +22,000 in August (vs 77,000 forecast); unemployment up to 4.3%. Weak data reinforced expectations of a Fed rate cut.
- UK: July retail sales beat expectations, though annual growth muted; fiscal concerns remain ahead of the Autumn Budget.
- Eurozone: Inflation slowed to 2.4% YoY, strengthening case for ECB to stay on hold.
Company News:
- No notable updates this week from companies in our holdings or target lists.
What to keep an eye on next week:
w/c 8th Sept
- Wed 10 Sep: US CPI and UK construction output.
- Thu 11 Sep: ECB meeting and press conference.
- Fri 12 Sep: UK GDP and industrial production.
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.