We are now in the Fed’s blackout period ahead of next week’s rate decision, and the US ISM Services print this week sends a message that the US economy is…
Lower-than-expected inflation data has increased hopes of a potential reprieve from anticipated ECB interest rate hikes in Europe. The United States has finally witnessed progress in the ongoing debt ceiling…
A summer slide in stocks may have begun this week with European stocks falling to their lowest levels in 2 months. US debt ceiling talks dragged on, UK inflation ran…
US debt ceiling talk dominated markets this week as uncertainty kept investors cautious with so much debt fault risk around. Although most analysts see the actual chances of a US…
Sentiment started tentatively this week as the market digested slow import data out of China and whether or not the Fed really has announced an unofficial ‘pause’ on rates. US…
The Fed delivered the expected 25bps hike this week and left the door open for a rate pause. This was entirely expected and puts the focus firmly on NFP data…
Banking worries returned this week as First Republic’s earnings reports showed a worrying fall in deposit levels. This soured sentiment midweek despite the strong tech earnings for both Microsoft and…
The first full week of earnings looks like passing without any major alarm, so this has kept the focus firmly on US rates and whether or not the Fed will…
The first half of the week started mildly positively as markets awaited the US CPI print on Wednesday. The headline CPI print showed a drop lower, below the market’s minimum…
Q1 ended with calm as banking fears faded from a fever pitch. Fears still remain, but it is the pace of US rates which continues to dominate investors’ minds. The…