GOVERNMENT BOND MARKETS RATTLED BY ANOTHER STRONG INFLATION READING IN THE US
This week bond markets were unsettled by US inflation rising for the second month in a row.
Read The Full ArticleCENTRAL BANKS CONSIDER TIMING OF RATE CUTS WITH RELEASE OF NEW DATA
This week strong private sector jobs numbers in the US showed that while the trend of disinflation was continuing, the strength of the labour
market wasn’t going to convince the Fed to start cutting rates just yet.
Spring Outlook
Inflation has continued to fall since the start of the year. However, the decline has been patchy and this, combined with relatively strong economic growth in the US and strong wage growth on both sides of the Atlantic, has caused markets to reassess their expectations for interest rate cuts.
Read The Full ArticleMARKETS RISE AS CENTRAL BANKS SIGNAL POSSIBLE RATE CUTS IN THE SPRING
This week falling inflation and positive updates from central banks helped generate an optimistic mood. Equities have done well so far this year,
but bonds have struggled due to the tension between central banks and markets’ assumptions about rate cuts.
POLITICS TAKES CENTRE STAGE AS CHANCELLOR TAKES FINAL CHANCE FOR A PRE-ELECTION GIVEAWAY
This week has been all about politics. The US presidential primary season ended as Nikki Haley withdrew from the Republican contest.
Read The Full ArticleINFLATION CONTINUES TO SLOW BUT SPENDING IN SOME AREAS APPEARS UNAFFECTED BY HIGH RATES
This week investors breathed a sigh of relief as US core inflation resumed its downward trend. The Core Personal Consumption Expenditure Price
Index is a significant measures of US inflation as it is closely watched by the Federal Reserve.
EQUITIES CONTINUE TO CLIMB HIGHER AS INVESTORS AWAIT THE START OF THE RATE CUTTING CYCLE
This week, there has been an increase in attention towards Chancellor Jeremy Hunt, as he is expected to announce his Spring Budget in two
weeks’ time.
MIXED NEWS FOR THE UK AS TECHNICAL RECESSION IS CONFIRMED BUT INFLATION CONTINUES DROPPING
This week we got what should have been monumental news that the UK is officially in recession. The specific definition being used for this headline isn’t particularly useful however.
Read The Full ArticleUS 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.
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