Our round-up of what to expect in the coming week and the key events of last week. UK inflation readings are front and centre this week, with the Bank of England walking the tightrope between sluggish growth in Q3 and expectations of a bump in economic activity in 2025 from the Labour Budget. A dip in inflation (especially core) readings will give them more options... Our Spotlight focuses 'Dr Copper' and does the recent slide in prices signal more than just disappointment over China stimulus measures so far? Our Review section looks at the continued shift higher in USD money market rate expectations, with bets on the Fed's terminal rate shifting from sub-3% in September to near 4% now! We still look for a 3.5% terminal rate.... 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. In our latest Weekly Talking Points we focus on the...
Our round-up of what to expect in the coming week and the key events of last week. In our latest Weekly Talking Points we focus on...
Our investment monthly for January 2025 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging...
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