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The UK PMI surveys indicated a sustained robust pace of expansion in March as the further reopening of the economy from COVID-19 containment measures helped offset headwinds from the Ukraine war, Brexit and rising prices. Price pressures have spiked higher due to increased energy and ...
Russia’s stock market partially reopens after month-long closure. Eurozone consumer confidence plummets amid war in Ukraine. What are the potential market implications of a hawkish Fed? For further details see: How Is The Russia-Ukraine War Impacting Europe's Econ...
The Fed is talking tough on inflation by projecting a large and rapid increase in rates, but we think it won’t fully deliver and be forced to live with inflation. The S&P 500 scored its biggest weekly gain since 2020, and bond yields rose. Chinese shares rebounded sharply a...
The global economy is facing an incredible amount of uncertainty at the moment which is continuing to drive the volatility we’re seeing in financial markets. Whether it’s uncertainty around inflation, interest rates, commodity prices, Covid or Ukraine, the growth outlook...
The U.S. Federal Reserve finally hiked its policy rate by .25% on Wednesday, its first increase since 2018. The Bank of England followed suit on Thursday, announcing its third consecutive .25% increase on Thursday (overnight rate now at .75%). The European Central Bank hasn’...
EU extended the Russian sanctions enforced in 2014 following the annexation of Crimea to include specific dual-use and military items that would prohibit the proliferation of Russia's economy through its various key industries. The US Bureau of Industry and Security (BIS) expanded its...
There are several high-frequency data points that often provide trading fodder for short-term participants, including US PPI, retail sales, industrial output, and housing starts. The individual projections for the Fed funds target rate draw the most attention. In December, five of...
It’s been another volatile week in financial markets with events in and around Ukraine continuing to dominate. This in turn creates huge uncertainty around the global economic outlook, with soaring commodity prices a massive downside risk for growth and upside risk for inflatio...
The UK stock market has been out of favour with investors since Brexit reared its head, and arguably it's been out of favour with UK investors since the UK's property bubble made buy-to-let the go-to investment for so many people. The more UK-focused FTSE 250 officially entered bear m...
Russia’s invasion of Ukraine has shocked the global economy, in particular by fueling further spikes in energy and commodity prices. The new inflationary catalysts will have differing effects on monetary policy moves because regional economies are starting from different places...