23rd February 2022

Assessing the impact of key moves across major markets

We look at the cross-asset implications of the sharp rise in bond yields. Forex pairs are turning US (...)

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

Week Ahead: A raft of tier one data, US consumer is key

What is on the agenda for next week? A raft of tier one data releases for the US dominates, but also (...)

23rd February 2022

Espresso morning call: Friday 22nd October 2021 trading updates

Even with the move higher on US bond yields, there is a positive sentiment across major markets that (...)

23rd February 2022

Espresso morning call: Thursday 11th November 2021 trading updates

The shockingly high US inflation reading for October has sent shockwaves through markets.

23rd February 2022

Eurozone core inflation jumps as expected, little impact on EUR

Eurozone inflation jumped in September, a move that the market had been anticipating. 

23rd February 2022

Wall Street bulls return with an intent to shift the outlook

After a terrible performance in September, indices have been recovering well in recent weeks. Wall S (...)

23rd February 2022

Gold rally starting to wane a concern for precious metals

We look at the impact that ranging bond yields and US dollar support will have on gold. Resistances (...)

23rd February 2022

Correction on USD will be a chance to buy, but not yet

A near-term correction is weighing on USD. However, we see this as a near-term move that will give a (...)

23rd February 2022

Espresso morning call: 22nd November 2021 trading updates

There is a marginal towards risk positive sentiment that is running through equity markets this morn (...)

23rd February 2022

Espresso morning call: Monday 4th October 2021

This is a big week of data ahead and trading looks cautious.

23rd February 2022

Indices sharply lower, but weakness remains a chance to buy

Looking into the extent of any corrective move on equities. We continue to believe that there is fur (...)