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US week ahead: Lending vs. CPI, what will win out?
US week ahead: Lending vs. CPI, what will win out?

Find out how tight US lending standards have become post the US banking crisis, and what this means for stocks and the FX space.

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Kathleen BrooksMay 8, 2023
A US banking crisis, a fed on pause, the ECB and Apple earnings
A US banking crisis, a fed on pause, the ECB and Apple earnings

Its been a big week for markets, get our take on what matters most for the future of asset prices.

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Kathleen BrooksMay 4, 2023
Sell in May and go away? It depends on the Fed
Sell in May and go away? It depends on the Fed

Find out why you shouldn’t take the summer off, and instead, you should be waiting eagerly for the Fed and the ECB this week.

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Kathleen BrooksMay 1, 2023
Tech lives up to the hype as US GDP paints a mixed picture
Tech lives up to the hype as US GDP paints a mixed picture

Tech is out of the post-pandemic doldrums, get the lowdown on the results and also find out why US GDP was not as bad as the headline figure suggests.

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Kathleen BrooksApril 27, 2023
Earnings and central banks dominate sentiment
Earnings and central banks dominate sentiment

Get our take on what could move markets next, why the yen is in focus and what earnings season means for the Nasdaq.

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Kathleen BrooksApril 24, 2023
Earnings update as GBP remains range bound
Earnings update as GBP remains range bound

Has Tesla disrupted the entire EV industry? Is the Dow Jones Transport Index giving us recession signals, and how to sum up earnings season so far. Read our thoughts here.

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Kathleen BrooksApril 20, 2023
The week ahead: A very early gauge of earnings season as pound sinks
The week ahead: A very early gauge of earnings season as pound sinks

Bnaks earnings have helped to boost expectations for Q1 earnings season, bit can Chinese GDP and UK CPI help the risk on mood? Get our take.

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Kathleen BrooksApril 16, 2023
The dollar sinks as inflation is digested and earnings season is awaited
The dollar sinks as inflation is digested and earnings season is awaited

House prices are keeping core inflation hgih in the US, but the market doesn’t seem to care. Get our take on where the stock market could go next and what might be in store for earnings season.

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Kathleen BrooksApril 13, 2023
 Economic data watch: can inflation data save the dollar?
Economic data watch: can inflation data save the dollar?

Get our take on how us inflation data could set the tone for G10 FX this week.

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Kathleen BrooksApril 9, 2023
Earnings season: what to expect from Q1
Earnings season: what to expect from Q1

Get our preview of the Q1 earnings season, and what companies to watch this week.

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Kathleen BrooksApril 9, 2023
Inflation returns: oil price spike lifts prospect of higher for longer
Inflation returns: oil price spike lifts prospect of higher for longer

The oil price jump has changed the dial for the Fed, but will it impact financial markets long term?

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Kathleen BrooksApril 4, 2023
Are central bank rate hikes finally working?
Are central bank rate hikes finally working?

Euro-area inflation is in focus, as prices ease, but core pressures remain. This could boost the euro in the long term.

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Kathleen BrooksMarch 30, 2023
Week ahead: Deutsche Bank fears on hold as all eyes shift to US inflation
Week ahead: Deutsche Bank fears on hold as all eyes shift to US inflation

Germany’s Deutsche Bank is in recovery mode as markets enter recovery mode, and await some key data.

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Kathleen BrooksMarch 27, 2023
Central banks stick to inflation fight, but for how long?
Central banks stick to inflation fight, but for how long?

Get our take on the latest central bank action, and find out why US stocks are rallying and if it can continue.

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Kathleen BrooksMarch 23, 2023
The great recovery: how the markets have changed their tune after CS bailout
The great recovery: how the markets have changed their tune after CS bailout

Get our take on the takeover of Credit Suisse by UBS and what bank stocks are in recovery mode.

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Kathleen BrooksMarch 20, 2023
ECB does 50: a show of confidence or a policy mistake?
ECB does 50: a show of confidence or a policy mistake?

Get our take on today’s ECB meeting and what it means for markets.

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Kathleen BrooksMarch 16, 2023
Credit Suisse: bailouts and waiting for the ECB
Credit Suisse: bailouts and waiting for the ECB

Swiss lender Credit Suisse is in trouble, will help from the SNB and a less hawkish ECB save the banking sector?

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Kathleen BrooksMarch 15, 2023
The rescue of SVB takes centre stage with CPI waiting in the wings
The rescue of SVB takes centre stage with CPI waiting in the wings

It’s the biggest driver of markets right now, get our take on the latest twist in the tale of SVB and whether it can be saved.

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Kathleen BrooksMarch 12, 2023
US jobs report overview, and the banking sector comes under stress
US jobs report overview, and the banking sector comes under stress

Get our take on why an obscure Californian bank has caused tremors in global risk appetite, and why payrolls could lead the Fed to only hike by 25bps.

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Kathleen BrooksMarch 10, 2023
US rate outlook and impact on stocks
US rate outlook and impact on stocks

Get our take on why the Federal Reserve chief’s testimony in Washington caused waves in financial markets.

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Kathleen BrooksMarch 8, 2023
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