US AND UK RATES LEFT UNCHANGED AS MARKETS ASSESS MIXED UPDATES FROM US TECH STOCKS
This week the Federal Reserve and the Bank of England both left interest rates on hold. The recent modest reduction of inflation meant the
decisions to leave rates unchanged was no surprise.
US ECONOMIC GROWTH REMAINS REMARKABLY RESILIENT AS RATE CUTS APPEAR MORE LIKELY
This week the European Central Bank and Bank of Japan surprised nobody by leaving interest rates on hold.
Read The Full ArticleRISING INFLATION ERODES HOPES OF AN EARLY INTEREST RATE CUT
This week the slight tick upwards in inflation and the weight of combined warnings from the world’s central bankers added to the cautious mood in 2024.
Read The Full ArticleUS HEADLINE INFLATION RISES BUT BOND MARKETS REMAIN FOCUSED ON RATE CUTS IN 2024
Bond markets were more muted this week as investors waited for the outcome of the latest US inflation reading on Thursday.
Read The Full Article2024 STARTS IN A MORE CAUTIOUS MOOD AS ENTHUSIASM FOR RATE CUTS RUNS OUT
Markets started with a bit of new year hangover and slightly weaker jobs data in the US and accelerating inflation in the Eurozone added to the sense that the pre-Christmas enthusiasm for rate cuts was overdone.
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2023 YEAR IN REVIEW: INFLATION AND RATES DOMINATED MARKETS AGAIN
The last 12 months have proved eventful as financial markets continue to deal with the fall out of Covid-era disruption.
Read The Full ArticleMARKETS CONTINUE TO RISE AS US FEDERAL RESERVE INDICATES RATE CUTS ARE ON THE WAY
This week markets received a boost as the Federal Reserve strongly indicated that rate cuts are on the way in 2024.
Read The Full ArticleBOND MARKETS RAISE CHANCE OF DISAPPOINTMENT AS THEY PRICE FOR AGGRESSIVE RATE CUTS IN 2024
This week we saw more enthusiasm for government bonds as investors doubled down on the view that central banks will cut rates in 2024 and will cut them significantly.
Read The Full ArticleMORE GOOD NEWS ON INFLATION KEEPS MARKETS IN A POSITIVE MOOD
This week saw government bonds lead a broad market rally once more.
Read The Full ArticleCHANCELLOR HOPES NATIONAL INSURANCE CUT WILL PUT VOTERS IN A POSITIVE MOOD
This week Jeremy Hunt attempted to lighten the mood for voters by reducing National Insurance.
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