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Daily Market Brief December 9, 2024
9 December 2024: Four cuts in ‘25 may not be enough
Highlights Government reset. More of the same? Is the labour market about to nosedive? Can the eurozone survive another...
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Daily Market Brief December 6, 2024
6 December 2024: Starmer says he hasn’t “watered down” election pledges
Highlights Starmer performs a reset, but forgets immigration Jobless claims and layoffs drag the dollar lower The OECD cuts...
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Daily Market Brief December 5, 2024
5 December 2024: Starmer refuses to repeat his pledge on growth
Highlights Composite output moved into expansion in November A December rate cut is becoming more likely Barnier loses a...
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Daily Market Brief December 4, 2024
4 December 2024: Population growth makes a mockery of Productivity Data
Highlights Economic uncertainty is rising for SMEs The U.S. economy is “in a good place” for 2025 – Goldman...
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Daily Market Brief December 3, 2024
3 December 2024: Starmer seeks a “reset”
Highlights Three-quarters of citizens describe the economy as poor Trump’s tariffs are the greatest risk to the economy in...
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Daily Market Brief December 2, 2024
2 December 2024: Tax “time bomb is dragging confidence down
Highlights Business confidence is at its lowest level since the Pandemic Access to the U.S. economy is a privilege...
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Daily Market Brief November 29, 2024
29 November 2024: How exposed is the economy to Trump’s tariffs?
Highlights Tax Hikes have damaged Business Confidence The Fed Minutes have started a debate about how far the Fed...
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Daily Market Brief November 28, 2024
28 November 2024: Dhingra sees uncertainty in the economic outlook
Highlights Reeves’ CV “amendments” won’t go away GDP grew by 2.8% in Q3 after a consumer spending surge Schnabel...
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Daily Market Brief November 27, 2024
27 November 2024: Reeves may be forced to cut services to avoid tax increases
Highlights Starmer may be forced to “grin and bear” U.S. tariffs Consumer confidence rose post-election France risks a “Greece-style”...
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Daily Market Brief November 26, 2024
26 November 2024: Badenoch is driving business anger over the Budget
Highlights Badenoch wants to “rewire” but it’s a long wait Wall Street and Main Street are joining forces Lane...
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Daily Market Brief November 25, 2024
25 November 2024: Growth is expected to stay sluggish
Highlights Reeves is still facing outrage over winter fuel payment Manufacturing output surprises to the upside The Euro has...
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Daily Market Brief November 22, 2024
22 November 2024: Public sector pay deals increase Government Spending
Highlights Rates should remain unchanged given the global picture A confrontation between Powell and Trump seems inevitable The Eurozone...