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Daily Market Brief September 5, 2023
5 September 2023: Time to reform the MPC?
Highlights Fuel cost increase add to cost of living rise Biden not done much towards economic recovery Eurozone economic...
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Daily Market Brief September 4, 2023
4 September 2023: Inflation will fall but rates will still rise
Highlights The UK outstrips the Eurozone despite Brexit Unemployment rate rose in August despite “robust” NFP Italy’s Economy contracted...
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Daily Market Brief September 1, 2023
1 September 2023: Another rate hike is becoming more likely
Highlights Bank of England to “see the job through” says Chief Economist Jobs report expected to show a cooling...
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Daily Market Brief August 31, 2023
31 August 2023: Business optimism is improving
Highlights No evidence of “greedflation” Q2 GDP revised downwards Economic sentiment drops this month GBP – Market Commentary Home...
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Daily Market Brief August 30, 2023
30 August 2023: Bailey still wants higher rates
Highlights Differing views of green commitment Consumer confidence is beginning to wane Latest data points to a Eurozone-wide recession...
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Daily Market Brief August 29, 2023
29 August 2023: Inflation is unlikely to encourage the Bank of England
Highlights MPC member warns of high rates for some time Powell prepared to hike rates further Eurozone private sector...
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Daily Market Brief August 25, 2023
25 August 2023: Markets still discounting two further rate hikes
Highlights Cracks appear in UK economic recovery Mortgage rates at highest since 2001 Euro relative strength defies recession risk...
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Daily Market Brief August 24, 2023
24 August 2023: Unemployment may need to rise to halt the Bank of England
Highlights Economic activity slows in August as rate hikes bite Manufacturing output is beginning to fade Only one more...
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Daily Market Brief August 23, 2023
23 August 2023: Sixth meeting this year and three seems to be no plan
Highlights Treasury makes biggest ever payment to Bank of England to fund bond losses Market looking forward to Jackson...
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Daily Market Brief August 22, 2023
22 August 2023: Home rental values are at their highest since 2010
Highlights Core inflation has now begun to fall Borrowing costs have risen to their highest level since 2007 No...
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Daily Market Brief August 21, 2023
21 August 2023: Output data unlikely to deter BoE
Highlights London is still propping up the economy as levelling-up evaporates Mexico replaces China as America’s top trading partner...
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Daily Market Brief August 18, 2023
18 August 2023: No one feels “better off” despite falling inflation
Highlights Economy set for boost from world cup final Mortgage rates continue to climb Italy staring down the barrel...