The era of the hawkish pause

Get our take on the latest decisions from the Bank of England and the Fed, and what they mean for markets.

Kathleen BrooksSeptember 21, 2023

Oil continues its assent as markets fret before the Fed

The oil price is dominating financial markets, get our take here.

Kathleen BrooksSeptember 18, 2023

ECB downer for the euro

Get our take on what today’s ECB meeting means for the euro and markets in general, and why stocks are bucking the September trend.

Kathleen BrooksSeptember 14, 2023

The week ahead: The ECB takes centre stage as the euro flounders (Copy)

There is a lot resting on the ECB meeting this week, and important data from the UK and the US. Get our take here.

Kathleen BrooksSeptember 10, 2023

Stock market woes and the end of deflation in China?

As China ends its period of deflation, we look at what this means for stocks and the global economy as we end the first week of dreaded September!

Kathleen BrooksSeptember 9, 2023

Key themes to watch for September: the goldilocks scenario, the end of central bank tightening and a much-anticipated IPO

Find out what is meant by the September effect, and why the UK has an economic PR problem.

Kathleen BrooksSeptember 3, 2023

Mid-week note: the ECB’s conundrum, how China factors into the equation and an NFP preview

Find out what the euro will do next and what to expect from the August NFP report.

Kathleen BrooksAugust 31, 2023

The week ahead: digesting Jackson Hole, waiting for payrolls and Nvidia loses its shine

As Autumn approaches, we assess what could move markets along with key questions about Nvidia’s latest strategy.

Kathleen BrooksAugust 27, 2023

The new era for central banking: What to expect from this week’s Jackson Hole Symposium

Find out what to watch for at Jackson Hole this week, and what it means for markets.

Kathleen BrooksAugust 23, 2023

Bond yields, China’s “failure’ of policy, and Nvidia’s march higher

Get our take on what is going on with China, why risk sentiment is rising alongside bond yields in the US, and what to expect from Jackson Hole this week.

Kathleen BrooksAugust 22, 2023

Inflation retreats in the UK, but for how long?

UK price growth is dominating the headlines, but is it being overstated? Get our take here, and the other action in financial markets.

Kathleen BrooksAugust 16, 2023

Week Ahead: China woes, UK data and the rise in Treasury yields

Find out what’s gone wrong, again, for Chinese real estate and how this could effect markets, and also what’s next for the UK economy.

Kathleen BrooksAugust 14, 2023

The Fed’s landing gets softer

A tale of two economies, find out why the markets are so sanguine even though the world’s second largest economy is in trouble.

Kathleen BrooksAugust 10, 2023

The Week Ahead: US inflation in focus

Read our take on what’s coming up this week for financial markets, and why rising commodity prices are spooking the global bond market.

Kathleen BrooksAugust 7, 2023

A week in review: payrolls, the Bank of England, and earnings

Get our take on what the BOE could do next, and why US non-farm payrolls could shift the dial for the USD.

Kathleen BrooksAugust 4, 2023

Week Ahead: China, a big call for the Bank of England, and the fallout from the BOJ

Waiting for the BOE, as Japan gets cold feet on bond yield flexibility.

Kathleen BrooksJuly 31, 2023

FX review: The BOJ ties itself in knots, as the ECB leaves its next move up in the air

The Bank of Japan surprises markets as the ECB ditches forward guidance.

Kathleen BrooksJuly 28, 2023

The week ahead: previewing the Fed and the first indication of July’s economic performance

The Federal Reserve have their work cut out when they meet this week, along with earnings season, it’s definitely not one to miss.

Kathleen BrooksJuly 22, 2023

Earnings misses and fallout from the UK inflation report

More woe for Elon Musk could be good news for the overall US stock market, and find out why the BOE needs to tread carefully.

Kathleen BrooksJuly 20, 2023

When will UK inflation fall, and what to expect from earnings?

Get our take on whether UK inflation will moderate in June and what to expect from an important earnings season.

Kathleen BrooksJuly 17, 2023