Ghosts of markets past: Are previous cycles affecting current decision-making?
Market Pulse Webinar
Re-watch our October webinar, where our Head of Economics and Market Strategy, Neil Parker explored how collective memory of past market cycles - from booms to busts - may be shaping today’s economic decision-making.
Key takeaways
In this insightful October webinar, Neil explores how echoes of past economic cycles are shaping today’s financial landscape. From inflation and interest rate dynamics to the pound’s reaction to speculation around the upcoming Autumn Budget 2025. Neil breaks down the forces driving market sentiment. He also warns against investor complacency in the face of tech-driven optimism, urging a return to disciplined, diversified strategies. The key takeaways are highlighted below:
Echoes of economic history
Previous crises, like the 2008 crash and pandemic stimulus, continue to shape central bank decisions and investor psychology.
Inflation, interest rates & central bank strategy
Central banks are hesitant to cut rates too soon, fearing a rebound in inflation. Neil cautions that markets may be pricing in rate cuts prematurely, which could lead to volatility if expectations aren’t met.
Sterling’s outlook & the autumn budget
the UK’s Autumn Budget 2025 could influence the pound. Fiscal credibility is key—if the budget is seen as responsible and growth-supportive, sterling may strengthen. But if markets perceive it as risky or overly tight, the pound could face downward pressure. He highlights the importance of investor confidence in shaping currency trends.
Global risk appetite & investment trends
In the final section, Neil examines global investor behaviour, noting a strong appetite for tech and AI stocks, reminiscent of past bubbles. He warns against overexuberance and stresses the need for diversification. The takeaway: while innovation is exciting, disciplined portfolio management remains essential.
Stay ahead with the Market Pulse
The Market Pulse is your go-to daily briefing for global economic developments, currency movements, and central bank updates. Curated by experts, each edition delivers sharp, actionable insights to help you navigate the financial landscape with confidence.
💡 What you’ll get:
- Key economic headlines from the UK, US, Eurozone, and beyond
- Currency trends and rate expectations
- Central bank commentary and policy signals
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