Italy feels the heat as central bankers gather at Jackson Hole

Italy at risk as more sovereign bond pressure builds, as central bankers gather at Jackson Hole.

Kathleen BrooksAugust 25, 2022

Jackson Hole preview: is the summer of love for stocks coming to an end?

Get our take on what to expect at this week’s central bankers symposium.

Kathleen BrooksAugust 21, 2022

The dollar and stocks, has the relationship changed?

Get our view on the dollar, and why US stocks and the greenback can move in the same direction over the medium term.

Kathleen BrooksAugust 19, 2022

Week Ahead: UK inflation and hints about the Fed’s next move

Can the stock market rally continue?

Kathleen BrooksAugust 14, 2022

UK Q2 GDP: not as bad as feared, but worse to come

Get our take on what UK GDP and US CPI means for markets and if we are near an economic turning point.

Kathleen BrooksAugust 12, 2022

Four events to watch in the week ahead

Get our take on the key economic data to watch this week, what the ECB is doing in its bond markets and also why earnings season has been just about passable.

Kathleen BrooksAugust 9, 2022

Bank of England delivers record rate hike, but outlook darkens

Get our take on the Bank of England’s decision and what it means for UK asset prices and the pound.

Kathleen BrooksAugust 4, 2022

Can the “bear market rally" continue, and will the Bank of England make history this week?

Get our take on why the BOE may try something new at this meeting, and why US earnings season is getting confusing.

Kathleen BrooksJuly 31, 2022

Assessing the new taciturn Fed as the US economy plunged into recession

Get our take on why the market is wrong to think the Fed was dovish on Wednesday, and why rates could rise further than the market expects.

Kathleen BrooksJuly 28, 2022

Week in review: Walmart highlights need for decisive Fed

Walmart shares tank as US consumer struggles in face of inflation.

Kathleen BrooksJuly 25, 2022

ECB flash: Europe isn't a Laggard anymore

Get our take on the most important ECB meeting for more than a decade, and what it means for the FX market and for recession risk in the Eurozone.

Kathleen BrooksJuly 21, 2022

ECB, UK inflation and a mixed bag of earnings increase market jitters once again

Get our take on what will drive markets this week.

Kathleen BrooksJuly 18, 2022

Markets pause as Italian political mess keeps pressure on ECB and were earnings misses really that bad?

Find out what is weighing on risk sentiment, and why Italy is a big headache for the ECB right now.

Kathleen BrooksJuly 15, 2022

A weak start for risk sentiment as earnings season takes centre stage

Get our take on what parity means for the market and broader economy and why financial market analysts are a pessimistic bunch!

Kathleen BrooksJuly 11, 2022

Boris Johnson to quit, but will that stop the rot for the pound?

Get our take on what the political drama in the UK means for the pound, and what to expect from the US labour market report.

Kathleen BrooksJuly 7, 2022

Recession woes continue to bite as inflation concerns retreat

Get our take on why recession risks are rising, and why German trade woes could spell more difficulty for the Italian debt markets.

Kathleen BrooksJuly 4, 2022

Q2 2022 earnings preview: are we worrying too much?

Find out what the experts are thinking ahead of Q2 earnings season, and why things may not be as bad as some think.

Kathleen BrooksJune 29, 2022

When bad news is bad news

Find out why US stocks tanked on Tuesday and what this means for risky assets going forward.

Kathleen BrooksJune 28, 2022

Fed chair Powell reiterates recession risk, as pound has respite for now

Market fears continue to build as US recession risks rise and the pound looks flakey.

Kathleen BrooksJune 22, 2022

Market update: It’s time to take a breather, but what comes next?

Fundamentals are in focus as the market waits to hear more from Fed President Powell.

Kathleen BrooksJune 19, 2022