The week ahead: China growth, the fate of the FTSE, Powell testifies and NFPs

Get our take on what to expect from Fed chair Powell, and why more companies are ditching the UK for the US.

Kathleen BrooksMarch 6, 2023

More macro pain for financial markets

Get our take on hotter than expected Eurozone inflation, and why Italy is proving more resilient than expected.

Kathleen BrooksMarch 2, 2023

Brexit, Inflation and why the German market is in focus

Get our take on what the latest Brexit deal means for the pound, and how Eurozone inflation could keep the ECB in rate-hike mode.

Kathleen BrooksFebruary 27, 2023

Stocks fell again on Thursday, defying hopes that a four-day losing streak would be snapped. This is now the longest market sell off for 2023, as the trajectory of US and global interest rates remains the dominant market theme. The S&

Get our take on what the market sell off means for the future of stocks, bonds and FX.

Kathleen BrooksFebruary 23, 2023

Week Ahead: earnings disappointment, the declining oil price and the dollar is king once again

Get our take on what will move markets this week, and what the PBOC may do next.

Kathleen BrooksFebruary 19, 2023

US inflation update for January

Restaurant prices are surging, as January’s inflation report poses a challenge for the Fed.

Kathleen BrooksFebruary 14, 2023

A brighter start to the week, but can it last?

Everything that you need to know for this week’s trading.

Kathleen BrooksFebruary 13, 2023

Risk barometer: what’s driving markets now

Get our take on why US stocks are lower, why FX is bucking the trend and whether Google can get over the embarrassment of the Bard’s failure.

Kathleen BrooksFebruary 9, 2023

What a difference a week makes: why the trading vibe changed

Get our take on why the stock market may look through the strength of the labour market data, and why the Fed will not change course.

Kathleen BrooksFebruary 6, 2023

Central bank round-up:

Get our take on why the markets got execited by a troika of central bank meetings, and if the euphoria can last.

Kathleen BrooksFebruary 2, 2023

Central bank fest as dollar continues its decline

Watch out for a raft of central bank meetings this week, as the UK gets ready for the BOE to “upgrade” their growth forecasts.

Kathleen BrooksJanuary 29, 2023

US GDP surprises on the upside as luxury basks in the sunshine

Luxury goods lead the market recovery this week, as China saves the day, while US GDP surprises on the upside.

Kathleen BrooksJanuary 26, 2023

Update on Microsoft earnings:

Get our full take on Microsoft earnings and what it means for the tech giant.

Kathleen BrooksJanuary 25, 2023

The Eurozone vs the US, as Microsoft beats on earnings

Microsoft earnings could help cheer the markets, as the euro’s tear higher could continue.

Kathleen BrooksJanuary 24, 2023

The market vs. the BOJ, as the Japanese central bank disappoints

Get our take on why the BOJ made a policy mistake at this week’s meeting, and what is means for risky assets.

Kathleen BrooksJanuary 18, 2023

The week ahead: Waiting for the BOJ

Find out what to expect at this week’s BOJ meeting, and why it may cause fireworks for financial markets.

Kathleen BrooksJanuary 16, 2023

US price pressures ease, although the Fed will want to see more

A sharp fall in energy prices weighs on US CPI, and brings a new lease of life to the peak inflation rally for financial markets.

Kathleen BrooksJanuary 12, 2023

Waiting for US CPI clarity as markets start the year with a bang

Get our take on how to trade the key economic and corporate earnings releases this week and what will happen next to the dollar.

Kathleen BrooksJanuary 9, 2023

New Year Cheer: is everyone too negative?

UK consumer pre-Christmas shopping spree lifts retailers, and leaves us to wonder if the market is a little too gloomy.

Kathleen BrooksJanuary 5, 2023

FX themes for 2023

What can we expect from the dollar, the pound, the euro and the yen as we move into 2023? Get our take.

Kathleen BrooksJanuary 1, 2023