US 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.
Read The Full Article
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.
Read The Full ArticleDROP IN HEADLINE INFLATION PROVIDES POSITIVE MOMENTUM FOR MARKETS
This week markets have taken the opportunity to catch their breath. Investors are looking for the inflection point, where it becomes clear that the next step for central banks is to begin cutting rates.
Read The Full ArticleMARKETS LOOK TOWARDS RATE CUTS AS CENTRAL BANKS TRY TO TAMP DOWN EXPECTATIONS
This week markets have taken the opportunity to catch their breath. Investors are looking for the inflection point, where it becomes clear that the next step for central banks is to begin cutting rates.
Read The Full ArticleCENTRAL BANKS CHOOSE TO WAIT AND SEE AS HIGH INTEREST RATES TAKE HOLD
This week we had two eagerly anticipated but equally unsurprising interest rate decisions. Both the US Federal Reserve and the Bank of England elected to keep interest rates where they are.
Read The Full Article