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CFS Market Insights: August 2025
01 August 2025
5 min watch
Companies in the US have started to report how much tariffs are affecting their business as we keep a close eye on how markets react, CFS Chief Investment Officer Jonathan Armitage says. While US inflation has been lower than expected, and government moves to stimulate the US and China economies have calmed markets, we continue to expect markets to fluctuate. Closer to home, the latest inflation and jobs data means interest rate cuts are now likely this year.
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