HEW: Trump Trade Trends Trump Value
The US dollar and rates continued to rise over the past week, causing an increase in UK yields despite poor unemployment and GDP data. The...
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US CPI Keeps December Cut Alive
US inflation’s unsurprising October print should reassure market expectations for a December rate cut after pricing became overextended by...
108 Views
UK Teaches Youth Unemployment
UK unemployment jumped by 0.3pp to 4.3% in September as students struggled to find work in the new academic year, extending a trend since the...
117 Views
HEW: Rates React To Politics
The unexpected US election result provided Trump a strong base to execute his plans and increase borrowing. Despite fiscal loosening predicted to...
205 Views
BoE Cuts Between Pauses
The BoE matched widespread expectations and cut by 25bp to 4.75%. As we forecast, only one MPC member hawkishly dissented, although the overall...
124 Views