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Daily Market Brief January 15, 2024
15 January 2024: Chances of a cut in March growing week-by-week
Highlights A recession is “touch and go” Inflation points to a recession being “delayed, not denied” Lagarde fears a...
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Daily Market Brief January 12, 2024
12 January 2024: Deutsche Bank sees UK inflation at 2%
Highlights Brexit erased £140 billion from the UK economy Headline inflation rose to 3.4% in December Spain’s CB head...
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Daily Market Brief January 11, 2024
11 January 2024: The BoE Governor makes no hint about monetary policy
Highlights Global shock may harm UK recovery – Bailey Chase CEO is dubious about the U.S. recovery The Eurozone...
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Daily Market Brief January 10, 2024
10 January 2024: A prolonged recession may be the result of any delay in rate cuts
Highlights The UK is gaining a measure of stability The Budget deal adds confidence, but debt is becoming a...
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Daily Market Brief January 9, 2024
9 January 2024: Rebound in energy prices may delay rate cuts
Highlights Can politics deliver the growth necessary to support the economy? J.P. Morgan issues a warning for the U.S....
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Daily Market Brief January 8, 2024
8 January 2024: Tory MP’s critical of the OBR
Highlights OBR forecasts “underselling” the economy The economy added 216k new jobs in December Inflation rose to 2.9% last...
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Daily Market Brief January 5, 2024
5 January 2024: Sunak dismisses an H1 election
Highlights UK forecast to hit 2% inflation target by Spring FOMC notes clear progress on inflation The Eurozone is...
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Daily Market Brief January 4, 2024
4 January 2024: The IoD calls for immediate rate cuts
Highlights Business confidence weakened in December Barkin sees a soft landing, but it is by no means a certainty...
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Daily Market Brief January 3, 2024
3 January 2024: The MPC is under pressure to admit a member from the Treasury
Highlights Monetary Policy Committee has drawn criticism Interest rate cuts critical to consumer Euro turns twenty-five this week GBP...
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Daily Market Brief January 2, 2024
2 January 2024: Rate cuts are top of the agenda
Highlights Rate hikes have taken a toll on growth Job numbers remain healthy The Eurozone’s growth engine will continue...
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Daily Market Brief December 29, 2023
29 December 2023: The economy contracted in Q3
Highlights The UK economy is likely already in recession The Fed and the market disagree about the timing of...
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Daily Market Brief December 22, 2023
22 December 2023: The MPC facing severe pressure to reform
Highlights UK making progress in post-Brexit deals Fed’s early Christmas gift spurs markets of greater heights Italy votes against...