U.K.: Slow Growth, Lingering Inflation, Gradual Rate Cuts
Summary After experiencing solid growth during the first half of last year, the U.K. economy […]
Potential Fallout of tariffs’ Flood Will Continue to Dominate Headlines Today
Markets Yesterday US president Trump’s ‘announcement policy’ on tariffs continued to dominate market headlines as […]
Dollar’s Wild Week Ends in Uncertainty, Awaits Next Tariff Cue
Dollar faced significant volatility last week as shifting trade policy signals from the White House […]
Weekly Economic & Financial Commentary: The Tariff Man Cometh
Summary United States: It Felt Like Much Longer than a Week It was a week […]
Weekly Focus – Tariff Announcements Gave Markets a Roller Coaster Ride
Donald Trump caused a significant market reaction this week by announcing steep tariffs on Canada, […]
US Payrolls Today’s Economic Highlight
Markets The BoE cut its policy rate yesterday by 25 bps to 4.5% in a […]
European Stocks at Record High, US Jobs in Focus
Monday’s trade tensions have been gradually waning, last week’s DeepSeek shocker is also digested among […]
US Nonfarm Payrolls Awaited Amid Productivity Weakening
In focus today Today, the key US data release is the January Jobs Report. Due […]
Cliff Notes: Some Promising Signs for the Consumer
Key insights from the week that was. In Australia, updates on the consumer were constructive […]
Bank of England Review – Gradual Quarterly Cuts Remain Our Base Case
At today’s monetary policy meeting the BoE cut the Bank Rate by 25bp to 4.50%, […]
BoE cuts rates to 4.50% in surprisingly dovish vote
BoE lowered its policy rate by 25 basis points to 4.50%, as widely expected, but […]
BoE’s Mann: Larger rate cut needed to send clear market signal
BoE MPC member Catherine Mann explained her unexpected vote for a 50bps rate cut last […]