Inflation pressures building Core CPI on Wednesday last week came in at 2% vs 1.5% y/y expected. That is the BoE’s target. Now we know by now that when you…
Although commodities have been on a strong run higher since March 2020 last year all markets pullback or correct at some point. One market that is worth looking at is…
The fallout from the Federal Reserve meeting will be key to whether this seasonal pattern plays out. If the market sees sooner tapering and interest rate hikes than before the…
Although the UK is potentially going to extend its lockdown measures due to a rise in COVID-19 cases, the base case for GBP strength remains. Andy Haldane, the Bank of…
Yesterday Andy Haldane, the Bank of England’s Chief Economist, said that the UK economy is going “gang busters” and that the UK is already seeing “pretty punchy” price pressures. He…
80% of Bloomberg economists surveyed ahead of the ECB meeting see the PEPP programme remaining unchanged. This is in keeping with recent rhetoric out of the ECB with ECB’s Schnabel…
The reasons for GBP optimism have grown. Bank of England’s Vlieghe has taken a more hawkish shift from his neutral perspective. There is a £150 billion in pent up savings…
The shares are entering a strong time of the year. From June 01 through to July 24 the shares have gained eight times in the last nine years. The average…
The CHF has a fundamental bearish bias as the general risk tone is positive. The large amount of COVID-19 vaccines being rolled out across the globe is providing a supportive…
The Bank of England’s Vlieghe has taken a more hawkish shift from his neutral perspective yesterday. The key comment was that he expected the UK to transition out of the…