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Daily Market Brief April 11, 2023
11 April 2023: Bank of England to face a dilemma
Highlights Utility hike to slow retail sales Labour market weakening – maybe the start of a soft landing Food...
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Daily Market Brief April 6, 2023
6 April 2023: Tenreyro speech causes a stir
Highlights Banking crisis may help BoE tame inflation Private sector jobs fall in March Inflation expectations below 5% by...
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Daily Market Brief April 5, 2023
5 April 2023: Pill and Tenreyro in opposition
Highlights Two MPC members have opposite views on monetary policy J.P. Morgan CEO sees dual threat to the economy...
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Daily Market Brief April 4, 2023
4 April 2023: Inflationary pressure eased in March
Highlights 4th quarter GDP upgrade confirms no recession in 2023 As turmoil settles down, Fed expected to hike one...
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Daily Market Brief April 3, 2023
3 April 2023: Real incomes on track to rise in ‘23
Highlights Any more rate hikes could tip the economy into recession Bank turmoil could drive a credit crunch and...
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Daily Market Brief March 31, 2023
31 March 2023: Deciding next policy move tough
Highlights Housing market downturn, a concern for the Bank of England Financial near-death experience may bring recession ECB has...
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Daily Market Brief March 30, 2023
30 March 2023: Rate increases to end in May
Highlights Storm clouds building as rates unlikely to fall this year Pending home sales rise as Long-term rates stabilize...
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Daily Market Brief March 29, 2023
29 March 2023: Investors testing bank’s strength
Highlights Sunak confident growth will return House price rises slowing rapidly Bank lending suffers from rate increases GBP –...
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Daily Market Brief March 28, 2023
28 March 2023: BoE sees UK banks as resilient
Highlights Inflation expected to be under control by Autumn Turmoil makes hard landing difficult to avoid Banks were tightening...
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Daily Market Brief March 27, 2023
27 March 2023: One or two more hikes predicted
Highlights UK economy 4% lower due to Brexit Fed projections point to one more hike Lagarde sees inflation declining...
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Daily Market Brief March 24, 2023
24 March 2023: Base rate rises to 4.25%
Highlights The Bank of England hikes base rate by 25 basis points Still uncertainty about a hard landing Tit-for...
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Daily Market Brief March 23, 2023
23 March 2023: Inflation remains in double figures
Highlights Inflation rises as food prices escalate Fed hikes by twenty-five basis points Lagarde states the obvious GBP –...