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Will the BOE hike by 50 basis points?
Will the BOE hike by 50 basis points?

Get our view on why the BOE may join other central banks and hike rates by 50 bps later on Thursday.

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Kathleen BrooksJune 16, 2022
Explaining the post Fed turnaround in risk sentiment
Explaining the post Fed turnaround in risk sentiment

The initial euphoria after the Fed meeting is over and stocks are turning lower, read more to find out why.

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Kathleen BrooksJune 16, 2022
75bp rate hike: back to the future, the 1994 edition
75bp rate hike: back to the future, the 1994 edition

Get our take on why the Fed opted to raise rates by 75bps, what they will do next and why risky assets rallied.

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Kathleen BrooksJune 15, 2022
BOE and Fed meetings puncture this week as investors fret
BOE and Fed meetings puncture this week as investors fret

Get our Fed preview as the market outlook gets ugly.

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Kathleen BrooksJune 13, 2022
ECB gets hawkish but debt markets get the jitters
ECB gets hawkish but debt markets get the jitters

Find out what the latest ECB meeting means for the euro and markets in general.

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Kathleen BrooksJune 9, 2022
ECB meeting preview: finally lift off is in view
ECB meeting preview: finally lift off is in view

Get our take on what to expect from this week’s ECB meeting, and why the pound could be in trouble.

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Kathleen BrooksJune 5, 2022
The week ahead: assessing the bear market rally as we wait for the US inflation report
The week ahead: assessing the bear market rally as we wait for the US inflation report

Find out why a retreat in. US inflation won’t necessarily boost risky assets this week.

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Kathleen BrooksJune 5, 2022
Is this a bear market rally?
Is this a bear market rally?

Find out why stocks are rallying and if it will last.

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Kathleen BrooksMay 30, 2022
The FTSE 100 vs the S&P 500
The FTSE 100 vs the S&P 500

Get our take on why the UK index is hot right now and could stay that way.

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Kathleen BrooksMay 26, 2022
The week ahead: the end of the bear market seems elusive
The week ahead: the end of the bear market seems elusive

Get our view why the end of the bear market may not be in sight, but the US -led stock market sell off could slow down.

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Kathleen BrooksMay 22, 2022
Blood on Wall Street as retailers sell off
Blood on Wall Street as retailers sell off

Find out why US stocks sold off so sharply on Wednesday, why there could be further pain to come and where the harbours are in this market storm.

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Kathleen BrooksMay 18, 2022
Week Ahead: Fundamentals are still key
Week Ahead: Fundamentals are still key

Get our take on what could move markets this week, and why the outlook may deteriorate for the UK.

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Kathleen BrooksMay 15, 2022
US inflation to stay higher for longer
US inflation to stay higher for longer

Get our take on what the latest inflation report means for markets, and why prices may stay higher for longer than the Fed expects.

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Kathleen BrooksMay 11, 2022
What Sinn Fein’s win in Northern Ireland means for the pound, and what to look out for this week 
What Sinn Fein’s win in Northern Ireland means for the pound, and what to look out for this week 

Get our take on what could be in store for the pound this week and why US inflation may start to cool.

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Kathleen BrooksMay 8, 2022
BOE sends pound sinking
BOE sends pound sinking

Get our take on why the BOE could be too pessimistic, but why the FX market doesn’t care.

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Kathleen BrooksMay 5, 2022
FOMC meeting: 50 Bps is baked in, but what comes next? 
FOMC meeting: 50 Bps is baked in, but what comes next? 

Get our take on what else the FOMC meeting could hold apart from the 50bp rate hike, and why UK stocks could be in trouble.

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Kathleen BrooksMay 2, 2022
What happened in markets this week?
What happened in markets this week?

Get our take on how negative tech earnings could impact the markets this week and whether or not the dollar can remain king for the long term.

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Kathleen BrooksApril 29, 2022
Monday’s madness, is the US stock recovery for real?
Monday’s madness, is the US stock recovery for real?

Get our take on why dealmaking is back and what could be in store for risk assets this week.

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Kathleen BrooksApril 25, 2022
The euro and earnings
The euro and earnings

Get our take on whether the Fed will hike rates by 75bps next month, why the ECB has changed its tune and what earnings season is telling us about the future for equities.

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Kathleen BrooksApril 22, 2022
Why risky assets aren’t dead yet and what next for Netflix
Why risky assets aren’t dead yet and what next for Netflix

Get our take on what the bond market is telling us about the future direction of risky assets, and why Netflix’s poor results don’t signal a recession.

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Kathleen BrooksApril 20, 2022
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