23rd February 2022

US inflation ticks a shade higher in September

Looking at the slight increase in US inflation there is a mild hawkish implication as it questions t (...)

23rd February 2022

US ISM Services positive surprise boosts US equities

Assessing a positive surprise in the ISM Services data, it seems that it is equity markets that are (...)

23rd February 2022

A mixed bag of pre-Thanksgiving data as GDP slightly misses

As the slew of US data releases begins, GDP has missed but jobless claims have come in significantly (...)

23rd February 2022

US Core CPI drops more than expected, USD slips lower

The evidence is mounting that US inflation has peaked. We look at the impact of today’s US CPI data (...)

23rd February 2022

Eurozone flash PMIs decline as re-opening momentum fades

Looking at the implications of a negative surprise in today’s Eurozone flash PMI data. Markets seem (...)

23rd February 2022

US ISM Services positive surprise boosts US equities

Assessing a positive surprise in the ISM Services data, it seems that it is equity markets that are (...)

23rd February 2022

GBP slips as UK CPI falls more than expected in September

There may be a near term re-assessment of Bank of England tightening, but this decline in UK inflati (...)

23rd February 2022

Strong Nonfarm Payrolls keeps the Fed on tightening track

Nonfarm Payrolls have shown a strong beat in October. This leaves the Fed on track with its tighteni (...)

23rd February 2022

German ZEW Economic Sentiment falling sharply

Looking at today’s forward-looking sentiment gauge of the German economy may suggest caution. An upw (...)

23rd February 2022

UK inflation jumps above 3% in August

UK inflation has spiked higher than expected, which has supported GBP. However, this data is unlikel (...)

23rd February 2022

Bank of England holds monetary policy steady in September

We take an immediate look at the Bank of England monetary policy decisions. No changes but the numbe (...)

10th February 2022

US CPI soars to 40-year highs, USD strengthens

Inflation has come in ahead of expectation for the US> Markets are reacting with the USD positive (...)