GeopoliticsMacroeconomics

Global Outlook - August 2025

14 Aug 2025|8.5 min read
William Dinning
Chief Investment Officer

In this video, Bill Dinning, Chief Investment Officer at W1M, discusses recent strength in global equity markets, driven by robust corporate earnings in the US despite ongoing political and trade uncertainties. He highlights record-high corporate profits, the economic impact of rising US tariffs, and the unusual prospect of Federal Reserve rate cuts even with inflation above target. Bill also touches on the outlook for US-China trade relations, potential risks from further tariff changes, and recent Bank of England policy moves.

Download our Global Outlook document here

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