top of page

Weekly Talking Points - UK election focus

Our round-up of what to expect in the coming week and the key events of last week. The UK election on Thursday will be important to watch. Data this week includes Eurozone 'flash' inflation and US jobs for June. Our regular Spotlight feature looks at the pressure that is building on the BoJ/MoF to act on the soft JPY, and what this may mean for the 2-yr. bond yield. Our Review section looks at the May inflation data in Australia and the increase in the risk that the RBA may raise rates instead of cutting rates as their next move. NVDA has been in play, while US economic data was a move in the right direction for the Fed. Late Friday trading saw US bond yields surge, see if this is retraced over the week. To read more please subscribe.


Recent Posts

See All

Focus - Currency Matters July 2024

Currency markets are still being driven by central bank rate move expectations. The ECB meets next week, the Fed and BoJ at the end of July and the BoE on 1st August. We still look for the USD to retr

EFI Q3 - Rate cuts in play

Our flagship publication, Economics for Investment, is just released to clients. It uses our SOLVER model to assess the economic outlook and draw out investment implications (Stage of the cycle, Outlo

Comments


bottom of page