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The Market Call - Week Ending 27th June 2025

The Market Call - Week Ending 27th June 2025

27 June 2025

WW3 is over, oil prices are plummeting, inflation is dead, Daddy Trump is putting the world back together, including doing a trade deal with China and getting interest rates down, even if it means sacking the man who is in his way. And the UK smaller company sector has discovered the Bitcoin magic money tree and is bathing in the prospect of free money. What a time to be alive! What could possibly go wrong?

This week, Progressive’s Gareth Evans and Jeremy McKeown spend some time discussing the new Bitcoin Treasury Company model being developed among a cohort of UK smaller companies. Is it magic money or a dangerous bubble?

Gareth also covers updates from Sanderson Design, Gear4Music and Vertu Motors.

Next week is jobs week in the US, and we will get inflation data for the Eurozone. Watch for a non-farm payroll number below 100,000, which the market is likely to take positively.

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