Weekly Briefing 24th Nov 2025: Clearer Path to a Christmas Rate Cut, Foreign Buyers Lift the FTSE, Savers Gain Protection, Fed Faces a Jobs Data & More...
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Weekly Briefing 24th Nov 2025: Clearer Path to a Christmas Rate Cut, Foreign Buyers Lift the FTSE, Savers Gain Protection, Fed Faces a Jobs Data & More...
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This week’s briefing examines the UK’s easing inflation path and the Bank of England’s growing momentum toward a Christmas rate cut. We unpack the sharp split in market behaviour as domestic investors retreat from UK equities while foreign buyers drive an unexpected FTSE 100 rally. We explore weakening consumer confidence, rising FSCS protections, and a surge in landlord sales ahead of possible tax changes. We also discuss the mixed US jobs report that sets up a contentious Federal Reserve decision in December. Tune in for insights on what’s moving the markets, policy, and investor sentiment.
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