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Will the Fed blink?

In the wake of recent events, sell side forecasters have been scrambling to (re)adjust their view on the USFederal Reserve’s likely course of policy action. From a state of almost

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Growth Shock

Not negative, but potentially a significant upside surprise from China, following tentative signs that thecountry is moving towards a full economic reopening. We alluded to this scenario in our 2023

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Stocks halt 3-week slide

Global stocks ended a three-week losing streak as a light economic data calendar enabled investors to pay more attention to company news. The blue-chip S&P 500 and technology focussed Nasdaq

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Mexican standoff

To recap, the debt limit, often referred to as the ‘debt ceiling’ (a term we are going to be hearing a lot more of in the coming months), is the

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About Turn

Market sentiment remains fragile. Hot inflation prints in Europe and robust economic data readings (notably the US and China) have triggered a swift reassessment of interest rate expectations. The result

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Running Hot

Hot on the heels of this week’s ‘surprise’ inflation prints in France, Spain, and Germany, aggregate Euro-area inflation remains elevated at +8.5%. The drivers were broad-based, with food, alcohol &