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Daily Market Brief March 26, 2024
26 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, 2024
25 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, 2024
22 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, 2024
21 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, 2024
20 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, 2024
19 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, 2024
18 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, 2024
15 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, 2024
14 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...
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Daily Market Brief March 13, 2024
13 March 2024: The Labour market is cooling
Highlights The UK is at full employment according to Bailey Inflation is falling too slowly for the Fed to...
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Daily Market Brief March 12, 2024
12 March 2024: The recession is already over
Highlights Pill still sees incorrect economic models as “useful” Can the economy still achieve a soft landing? The German...
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Daily Market Brief March 11, 2024
11 March 2024: Now the BoE drops to the back of the queue
Highlights Has the rebound begun? 275k new jobs were added in February, but the January figure was slashed! Forget...