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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...
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Daily Market Brief December 21, 2023
21 December 2023: Sunak sees an increase in growth and dynamism in the coming months
Highlights Inflation falls to 3.9% driving interest rate hopes Goolsbee says FOMC not committed to rate cuts Euro treads...
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Daily Market Brief December 20, 2023
20 December 2023: Wage growth is still too high
Highlights MPC member says that rates will have to remain high Higher for longer may support the dollar in...
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Daily Market Brief December 19, 2023
19 December 2023: Could it be that Brexit was a correct decision?
Highlights Economy has performed better than many expected in 2023 Market is a little ahead of the Fed in...
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Daily Market Brief December 18, 2023
18 December 2023: Bank of England maintains stance
Highlights Central Banks beginning to diverge Biden’s promise of a soft landing now has credibility Rate of fall in...
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Daily Market Brief December 15, 2023
15 December 2023: Rates remain at 15 year high
Highlights Rates are left unchanged Powell confirms that the spectre of Inflation is fading Lagarde confirms that price pressures...
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Daily Market Brief December 14, 2023
14 December 2023: Rates to remain at a fifteen-year high
Highlights The economy contracted in October, risking a recession FOMC pauses for the third consecutive meeting Industrial production is...
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Daily Market Brief December 13, 2023
13 December 2023: The Bank of England won’t cut yet
Highlights Pay growth slows as vacancies fall U.S. on the brink of a soft landing according to Janet Yellen...
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Daily Market Brief December 12, 2023
12 December 2023: Insolvencies beginning to rise again
Highlights The CBI expects the economy to improve Buffett’s equity sales set alarm bells ringing Inflation falling faster than...
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Daily Market Brief December 11, 2023
11 December 2023: No end to recession fears
Highlights Stagnation but no recession… yet Fed Urged to consider rate cuts despite November Employment Report The Eurozone is...