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Daily Market Brief February 5, 2024
5 February 2024: Energy costs set to see inflation fall
Highlights The weight of inflation is weighing down progress on output Job growth justifies rate caution ECB sees inflation...
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Daily Market Brief February 2, 2024
2 February 2024: The 2% inflation target is meaningless
Highlights The Bank of England leaves rates unchanged Productivity growth points towards higher GDP even as prices fall Eurozone...
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Daily Market Brief February 1, 2024
1 February 2024: Bailey comments to drive Sterling
Highlights Labour has begun to set out its agenda A March rate cut is “unlikely” Falling French and German...
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Daily Market Brief January 31, 2024
31 January 2024: Buyers are returning to the housing market
Highlights The IMF has warned against tax cuts this Spring All eyes are on the Fed The German economy...
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Daily Market Brief January 30, 2024
30 January 2024: Construction output is in free-fall
Highlights A slight improvement in GDP expected The FOMC rate decision is fraught with danger The eurozone is most...
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Daily Market Brief January 29, 2024
29 January 2024: MPC unlikely to cut rates
Highlights Post-Brexit trade deals grinding to a halt Dimon continues his bearish diatribe against the U.S. economy The market...
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Daily Market Brief January 26, 2024
26 January 2024: The first-rate cut is slated for June
Highlights Labour’s plans will make little difference to growth in the medium-term The U.S. economy surged in Q3 Lagarde...
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Daily Market Brief January 25, 2024
25 January 2024: The UK economy is on course to avoid a recession
Highlights A Report calls for a “Better Business Tsar” U.S. economic output hits a seven-month high A slight improvement...
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Daily Market Brief January 24, 2024
24 January 2024: Sterling climbs versus the Euro
Highlights The market sees less than 100 basis points of cuts this year This week’s data is expected to...
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Daily Market Brief January 23, 2024
23 January 2024: Retail sales data brings a recession into focus
Highlights The UK economy is reaching a turning point The Leading Indicator Index decline slows The curious strength of...
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Daily Market Brief January 22, 2024
22 January 2024: Retail sales fell in December
Highlights Can the UK achieve a soft landing? Too early for the FOMC to consider rate cuts Bloomberg survey...
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Daily Market Brief January 19, 2024
19 January 2024: The market expresses surprise at the rise in inflation
Highlights Hunt makes a bullish statement at the W.E.F Economic growth vindicates Biden policies – Yellen The ECB is...