Get our take on why it may be too early to assume that the ECB will embark on a dovish policy path from here, and find out what central bank uncertainty means for markets.

Kathleen BrooksOctober 28, 2022

Pound up as UK races to get a new PM

Get our take on what a new Prime Minister means for the pound, and why the yield curve is the best guide for financial markets at this stage of the tightening cycle.

Kathleen BrooksOctober 24, 2022

Kathleen BrooksOctober 19, 2022

Inflation stays hot as central bank response is key

Get our view on what is happening in the markets as we look at the risks around rising interest rates in the West.

Kathleen BrooksOctober 19, 2022

An update on UK political U- turns

Get our take on the events of the day and why Liz Truss has not done enough to stabilise UK asset prices.

Kathleen BrooksOctober 14, 2022

UK bond market chaos: how to stamp out volatility in the Gilt market

Get our view on the endgame for the UK bond market.

Kathleen BrooksOctober 12, 2022

Earnings season and US CPI keep markets on edge

Get our take as the US starts its Q3 earnings season and US CPI is in focus.

Kathleen BrooksOctober 10, 2022

Rock solid US jobs report heaps pressure on the Fed, and the market

The US labour market is hot, get our take on why this has hit stocks hards, whether it will last and what this means for the future path of US interest rates.

Kathleen BrooksOctober 7, 2022

Reasons to be optimistic in Q4

Find out if markets are too depressed right now and if the start of a new quarter will trigger a recovery in stocks.

Kathleen BrooksOctober 3, 2022

A week in review: how the UK market turmoil spread across the world

Get our take on what the UK asset price moves means for global markets and why Eurozone inflation is a massive headache for the ECB.

Kathleen BrooksOctober 2, 2022

The sterling crisis: the BOE is set to step in, but what will it say?

Get our take on the crisis unfolding for sterling, why the BOE is limited in what it can do, and what it means for markets.

Kathleen BrooksSeptember 26, 2022

Kwarteng crushes the pound

Find out why UK markets are in chaos, what has happened to cause this and what the end game might be for the pound.

Kathleen BrooksSeptember 23, 2022

Central bank avalanche as FX market goes wild

When bond markets go wild, the markets can’t look. Get our take on what has been a rollercoaster ride for markets and central banks, this week.

Kathleen BrooksSeptember 22, 2022

Multiple central bank decisions and a grim financial backdrop

Get our take on what to expect from the Federal Reserve this week, and why the markets are tetchy as bond yields soar.

Kathleen BrooksSeptember 19, 2022

The stock market comeback stumbles: the Fed means business

Get our take on the latest market moves, why market sentiment is so sour, and what happens when expectations and reality collide.

Kathleen BrooksSeptember 15, 2022

The week ahead: Inflation watch

As the Uk IS focused on domestic matters, we assess the sustainability of the stock market rally and the impact of this week’s inflation data.

Kathleen BrooksSeptember 12, 2022

UK’s inflation beating energy plan and the ECB shows its metal

The ECB pulled the trigger, but what does this mean for the euro, and can we trust the growth forecasts? Get our take here.

Kathleen BrooksSeptember 8, 2022

Week Ahead: Will the ECB make history?

Get our take on why Germany has given the green light for a 75bp rate hike from the ECB this week.

Kathleen BrooksSeptember 4, 2022

Key themes as we move into September

Find out the key new developments that could drive markets in the coming weeks, as the summer is well and truly behind us.

Kathleen BrooksSeptember 4, 2022

The unfortunate costs of reducing inflation

Read our view as the Fed’s Powel sacrifices growth at the altar of stable inflation.

Kathleen BrooksAugust 29, 2022