Week in review: what the economic data is telling us

Get our take on what the US inflation report means for markets and why it is good news for UK stocks.

Kathleen BrooksJuly 14, 2023

A key week for economic data

Find out what we are looking for from this week’s US inflation report and why the UK’s 10-year government debt auction is worth watching.

Kathleen BrooksJuly 9, 2023

Non-Farm Payrolls: finally towing the Fed’s line?

Get our take on what the June payrolls report means for asset prices in the coming weeks.

Kathleen BrooksJuly 7, 2023

Payrolls Friday: will it force the Federal Reserve to squash a soft economic landing?

Find out why the US economy is firing on all cylinders and what that means for the buck.

Kathleen BrooksJuly 7, 2023

Data deluge to determine next steps for stocks and the USD

Find out what economic data will move the markets this week and why, and also if investors will continue their love affair with GBP.

Kathleen BrooksJuly 3, 2023

UK asst prices on hold, as central banks talk tough

Get our take on themes that could drive financial markets in the second half of this year, and why risk assets are resilient to higher interest rates.

Kathleen BrooksJune 29, 2023

Russia, interest rates and recession risk

Get our take on what the Russian political situation means for markets and why it could be a tricky second half of the year.

Kathleen BrooksJune 26, 2023

Bank of England: MPC super hike shows BOE means business when it comes to inflation

The BOE shocked the market with a 50bp rate hike on Thursday, get our take on what this means for financial markets.

Kathleen BrooksJune 22, 2023

Count down to the BOE

Get our take on what to look out for at today’s BOE meeting, and why the pound isn’t impacted by volatility in the bond market.

Kathleen BrooksJune 22, 2023

GBP in focus: what will the BOE do next?

The clock is ticking as we wait for the BOE, but why is the pound not in crisis mode, when the bond market is? Get our take here.

Kathleen BrooksJune 19, 2023

Oh, what a night: FOMC meeting leaves more questions than answers

Get our take on the outcome of the latest FOMC meeting.

Kathleen BrooksJune 14, 2023

The Fed is in focus as investors hedge their bets

Get our view on what to expect from the FOMC meeting this week, and how Tuesday’s US CPI could impact that decision.

Kathleen BrooksJune 12, 2023

Will investors continue to have the appetite for risk in 2H?

Get our take on where markets are headed this week and what to make of the major themes for the second half of this year.

Kathleen BrooksJune 5, 2023

US payrolls to determine if the Fed hikes in June

Find out why the Fed will pause rate hikes in June, but only if payrolls play ball.

Kathleen BrooksJune 1, 2023

A US default is off the cards, but is it bullish?

Get our take on what to expect this week, and why the jobs report is more important for market sentiment than the debt ceiling deal.

Kathleen BrooksMay 29, 2023

Three central banks with problems

Central banks are unlikely to pause, and the chance of more rate hikes in the US, UK and Europe are rising. Get our take on what this means for asset prices and FX.

Kathleen BrooksMay 26, 2023