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East/ West divide: contrasting fortunes makes it mark on financial markets
East/ West divide: contrasting fortunes makes it mark on financial markets

It’s a long road ahead for the Chinese economy, as Eurozone inflation falls back towards the ECB’s target.

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Kathleen BrooksNovember 30, 2023
3 events to watch this week
3 events to watch this week

Get our take on why a Black Friday binge could weigh on the stock market and what to expect from the Fed’s preferred inflation measure.

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Kathleen BrooksNovember 26, 2023
Thanksgiving round up: better PMIs, Dutch elections, and higher US bond yields
Thanksgiving round up: better PMIs, Dutch elections, and higher US bond yields

The US may be celebrating the Thanksgiving holiday, but there are some key market themes developing, including election risk in the EU, stronger economic data and rising bond yields, so stay tuned!

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Kathleen BrooksNovember 23, 2023
USD/JPY on the move, as the market eyes up the Fed minutes
USD/JPY on the move, as the market eyes up the Fed minutes

Fed minutes and the yen are in focus this week, while the UK Chancellor tries to figure out how much he can cut taxes in the Autumn statement.

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Kathleen BrooksNovember 20, 2023
Inflation and the future of the G10 FX space
Inflation and the future of the G10 FX space

Is the dollar about to embark on a prolonged downtrend? Get our take here.

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Kathleen BrooksNovember 16, 2023
Two drivers of financial markets: bond yields and economic data
Two drivers of financial markets: bond yields and economic data

Get our take on what to expect from financial markets this week, where the dollar will go next and whether the Santa rally for stocks is finally here!

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Kathleen BrooksNovember 12, 2023
US Treasury auction bombs as bitcoin surges and Powell gets hawkish
US Treasury auction bombs as bitcoin surges and Powell gets hawkish

Markets are in a fretful mood after a badly received US debt auction, but can Astra Zeneca’s new weight loss pill be the saviour of the FTSE as we move into year end?

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Kathleen BrooksNovember 9, 2023
Risk is back on, but can it last?
Risk is back on, but can it last?

Stocks and bonds had a stellar end to last week, but the dollar tanked. Get our take on what to expect as the new trading week gets under way.

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Kathleen BrooksNovember 5, 2023
 The most boring FOMC meeting in years, but financial markets love it
The most boring FOMC meeting in years, but financial markets love it

The Fed meeting was a dull one, but find out why Treasury yields are taking.

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Kathleen BrooksNovember 1, 2023
The week ahead: FOMC, BOJ and BOE to set the tone
The week ahead: FOMC, BOJ and BOE to set the tone

Central banks take charge this week, read what to expect here.

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Kathleen BrooksOctober 30, 2023
ECB presses pause as doves take charge
ECB presses pause as doves take charge

Get our take on the ECB meeting, and why the US economy continues to fire on all cylinders.

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Kathleen BrooksOctober 26, 2023
How to trade in a 5% world
How to trade in a 5% world

Bond yields are surging, but are we near the peak and could we also be close to peak dollar? Find out what is in store for earnings season this week.

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Kathleen BrooksOctober 22, 2023
What’s going on in financial markets?
What’s going on in financial markets?

Gold is king during these tough market conditions. As the 10-year Treasury yield edges towards 5%, get our take on where markets go next.

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Kathleen BrooksOctober 19, 2023
Week ahead: Geopolitical risks step up as commodities surge
Week ahead: Geopolitical risks step up as commodities surge

The commodity market is in focus, as economic data and earnings come to the fore.

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Kathleen BrooksOctober 15, 2023
A double whammy of strong data, but what will the Fed do next?
A double whammy of strong data, but what will the Fed do next?

Get our take on the latest US inflation data, and find out what it means for markets and also for the future of US interest rates.

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Kathleen BrooksOctober 12, 2023
All eyes on safe havens, after mega payrolls report
All eyes on safe havens, after mega payrolls report

This is a big week for markets, find out what to expect here.

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Kathleen BrooksOctober 8, 2023
Waiting for payrolls
Waiting for payrolls

US labour market data will determine where bond yields go next and if the latest bout of market volatility will continue.

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Kathleen BrooksOctober 5, 2023
Key themes for the Q4
Key themes for the Q4

As the seasons change and we move into Q4, get our take on the key themes that we are watching and where markets could go next.

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Kathleen BrooksOctober 2, 2023
Bear steepening, do we need to be worried?
Bear steepening, do we need to be worried?

Find out what recent moves int he bond market means for financial markets and risk assets in particular.

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Kathleen BrooksSeptember 27, 2023
Data watch post central bank fest
Data watch post central bank fest

Find out what will move markets this week, and how risk friendly moves from major central banks dented risk sentiment.

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Kathleen BrooksSeptember 25, 2023
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