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Daily Market Brief April 2, 20242 April 2024: Rate cuts may begin this quarter
Highlights The bounce-back starts now! Manufacturing output expanded in March for the first time in two years Inflation is...
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Daily Market Brief March 28, 202428 March 2024: Risks from Global Markets are growing
Highlights Confirmation of the (brief) recession will be delivered today The Baltimore Bridge rebuild is “vital to the economy”...
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Daily Market Brief March 27, 202427 March 2024: Just as a cut seemed “on the cards”
Highlights The market is expecting too many rate cuts – Mann Will the Baltimore Bridge collapse drive up inflation?...
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Daily Market Brief March 26, 202426 March 2024: Mann sees little change in the inflation outlook
Highlights Mann sees risks to the economy as “balanced” Senator Warren calls for rate cuts to help the clean...
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Daily Market Brief March 25, 202425 March 2024: Sterling suffers a “tough week”
Highlights Will the economic improvement be too late for Sunak? Biden tells a more positive story about the economy...
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Daily Market Brief March 22, 202422 March 2024: Bailey wants more evidence of falling inflation
Highlights Rate cuts are coming, just not quite yet The housing market is continuing to defy gravity Lagarde won’t...
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Daily Market Brief March 21, 202421 March 2024: Lower inflation may lead to a surprise rate cut
Highlights Headline inflation fell to 3.4% in February The FOMC leaves end-of-year projections unchanged The ECB still wants more...
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Daily Market Brief March 20, 202420 March 2024: Interest rates and taxes are crushing the economy
Highlights Labour rules out increased public borrowing AI is a double-edged sword for the economy The Trade Surplus was...
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Daily Market Brief March 19, 202419 March 2024: Mann reappointed to the MPC
Highlights Yet another reset for the economy Housing costs will be the root of any economic malaise Calls for...
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Daily Market Brief March 18, 202418 March 2024: Inflation set to fall to a two-year low
Highlights Glimmers of hope, but still a long way to go This week will be dominated by the FOMC...
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Daily Market Brief March 15, 202415 March 2024: Exiting the recession is “cold comfort”
Highlights Further Analysis depicts a pointless Budget The economy is cooling, but inflation is “sticky” Rate cut hopes drove...
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Daily Market Brief March 14, 202414 March 2024: Could the MPC cut rates next week?
Highlights The economy returned to growth in January ISM new orders data still point to a contraction, if not...
