Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the MSCI World Transportation index for clues on economic activity. The BoE meets this week and has tough choices to make, while US CPI is out and may help or hinder Fed pause hopes. Our Review section looks at recent economic data and market events. RBA, Fed and ECB rate hikes, maybe some hopes of pausing from the Fed but the strong US employment report may be a worry. The Baltic Dry Index has fallen a long way - maybe too far? The focus in the US media is on regional bank woes, but big bank indices have fallen nearly the same since their January 2022 peak. To read more please subscribe.
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See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at the FTSE 250. The index usually rises the year after a negative return year, b
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at NVIDIA and the NASDAQ 100 as chips are seemingly in play for the AI dream. Our
Central bank rate change divergence is likely to build over the summer. The RBNZ meets o/n and it will be interesting to see if they push rates higher again or pause. The USD is holding steady or gain
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