US tariffs, the Hong Kong dollar and UK inflation – Market Talk

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. Also up for discussion are the rapid repricing of the Hong Kong dollar and what April’s inflation surprise in the UK means for the path of interest rates.

All data is sourced from LSEG as at 21 May 2025 unless otherwise stated.

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