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24/08/2026

US debt concerns, a potential cancer breakthrough and rising UK inflation three themes shaping this week’s market conversation.

In the latest episode, Rory Dowie and Andrew Shaw explore the key developments investors are watching:

• US debt: The US national debt has passed $40 trillion for the first time, while concerns around government borrowing pushed 30-year Treasury yields to their highest levels since 2007.

• Healthcare innovation: Moderna and Merck announced encouraging late-stage trial results for a personalised mRNA cancer vaccine for melanoma, highlighting the potential role of machine learning and technology in drug discovery.

• UK inflation: Inflation rose to 2.9% in July, up from 2.6% the previous month. Higher gas and electricity costs drove much of the increase, while core inflation remained steady.

The episode also looks ahead to NVIDIA’s latest results, Ofgem’s October energy price cap announcement and the Jackson Hole central banking gathering.

🎧 Listen to the full episode: https://thecarrickgroup.com/EspressoPodcast_24_August

17/08/2026

Markets delivered a mixed performance this week as investors weighed encouraging inflation data against higher energy prices, geopolitical uncertainty and softer economic indicators.

While Japan stood out among major equity markets, the US and Europe presented a more balanced picture, and South Africa continued to face challenges across employment, industrial activity and domestic markets.

Read the full Weekly Market Insights for the context behind this week’s developments: https://bit.ly/4gAcoEq

17/08/2026

What’s happening across global markets?

In the latest episode, Rory Dowie and Andrew Shaw take a closer look at three developments shaping the current market environment.

The discussion covers the latest US inflation figures and what the softer reading could mean for the Federal Reserve’s rate debate, alongside an update on UK economic growth, which reached 0.4% in the second quarter.

The conversation then takes an unexpected turn towards the weather - exploring how an exceptionally hot summer and severe wildfires in Europe can have real economic consequences, from food and energy prices to tourism and insurance.

A concise look at the data, trends and developments worth watching this week.

🎧 Listen to the full episode: https://thecarrickgroup.com/EspressoPodcast_17August

17/08/2026

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Everything looks perfect from the outside.

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Looking wealthy and actually being wealthy are two very different things.

Real wealth isn't the stuff you show off. It's what you own like assets that grow while you sleep, investments that don't depend on next month's paycheck, a setup that still works even if you're not there.

Most people are working hard on the temporary version. But the one that lasts is a different game.

If you're ready to start building that second kind, come talk to us at Carrick Wealth.

14/08/2026

Softer US labour data prompted a significant reassessment of interest rate expectations this week, supporting global equities and bonds while gold benefited from a changing rate and energy backdrop. Beyond the US, investors are navigating uneven European growth, diverging policy conditions across Asia and encouraging signs of improving fiscal credibility in South Africa.

Our latest Market Insights considers the developments that matter for investors and the signals to watch next.

https://carrick-wealth.com/en/2026/08/13/month-in-review-july-2026/

12/08/2026

Markets responded positively to softer US employment data this week as expectations for further interest rate increases eased.

The global picture remains more nuanced: Europe continues to face uneven growth, China is stepping up policy support, gold has strengthened, and South African assets are benefiting from encouraging fiscal signals.

Explore our latest Weekly Market Insights for the developments shaping the investment outlook: https://bit.ly/4wnEGGW

03/08/2026

The latest Monday Espresso Podcast is now available.

It was a week marked by central bank decisions, major technology earnings and renewed volatility in AI-related investments.

In this episode, Rory Dowie and Andrew Shaw explore:

• Why central banks chose to keep interest rates on hold and what investors are watching next.
• How strong results from Microsoft and Amazon reinforced continued demand for AI and cloud services.
• Why Meta's significant AI investment raised concerns among investors.
• The remarkable rise and rapid collapse of an AI-focused hedge fund, and what it reveals about leverage and market volatility.
• The key market events to keep an eye on in the week ahead, including US jobs data and the final round of big tech earnings.

Stay informed with our latest 5-minute market update.

🎧 Listen here: https://thecarrickgroup.com/EspressoPodcast3August2026

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead. These are the Multi-Asset Solutions Investment Team's views at the time of recordin...

03/08/2026

Explore the full Weekly Market Insights: https://thecarrickgroup.com/WIR-03-08-26

Major central banks kept rates unchanged this week, reflecting the difficult balance between easing inflation in some areas and persistent price and geopolitical risks elsewhere. The latest update also considers slower US growth, resilient eurozone activity, weaker Chinese manufacturing, volatile technology sentiment and firmer South African markets.

27/07/2026

The latest Monday Espresso Podcast is now available.

It was another busy week for global markets, with second-quarter earnings taking centre stage, continued uncertainty in the Middle East pushing oil prices higher, and investors closely watching developments in artificial intelligence.

In this episode, Rory Dowie and Andrew Shaw unpack:

• What Alphabet's latest earnings reveal about AI investment and cloud growth.
• Why increased AI spending is creating mixed reactions from investors.
• The latest developments in UK politics and what they could mean for markets.
• Why oil prices continue to be an important factor for inflation and market sentiment.
• The major company earnings and economic events to watch in the week ahead.

Stay informed with our latest 5-minute market update.

🎧 Listen here: https://thecarrickgroup.com/EspressoPodcast27July2026