The Bank of England meets on Thursday and there are signs of disinflationary forces being already at work. UK headline and core inflation have been falling from October highs of…
Ever since the SVB and Credit Suisse banking crises markets have been worried about contagion fears. The question is whether the Fed will change its policy path in light of…
Ever since the SVB and Credit Suisse banking woes have rippled through global markets interest rate expectations have rapidly changed. However, one potential upside from these shocks is that interest…
Merck & Co is a multinational healthcare US company which is based in New Jersey. Originally founded in Germany Merck is known for its development of medicines, vaccines, and biological…
BMW is expecting 20% of total sales to be from fully electric models by 2024 and expects 50% of all total sales well ahead of 2030. So, BMW’s electric shift…
Since the fallout from the SVB banking crisis, the moves in Microsoft have been fairly modest. Despite the larger falls in the major US indices Microsoft share prices have been…
The Fed is set to meet on Wednesday next week and speculation is growing that silver will surge on falling real yields. The logic is that the SVB crisis will…
On Tuesday this week US CPI data will be released. The headline is expected to fall to 6.2% down from 6.4% prior. Inflation is a major focus for the Federal…
Whether the US has a hard, soft, or even no landing is a matter of debate. However, many analysts are expecting a slowdown in the US economy, and rising interest…
On Friday, March 10, the US will release its jobs report for February. In the Fed’s thinking a ‘tight’ (strong) labour market is inflationary. So, if the jobs print comes…