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NEWS & VIEWS

With exposure to a range of clients, sector, and situations and an appetite for staying up-to-date with ever-changing market conditions, our news and views provide insight and analysis to help you stay one step ahead.

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Bank of England looking for a 'smooth' Brexit

John Rathbone
16 May 2017

After all the debate about whether the UK is going for a hard or...

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French fears assuaged but China causes concern

James Stretton
9 May 2017

Last week, despite being shortened by the bank holiday, was a...

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ECB prepares to look through inflation

James Stretton
4 May 2017

Now that the first round of the French election is out of the way,...

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US contemplates tax policy as the BoE licks wounds

John Rathbone
2 May 2017

The media had much fun last week trying to determine the most...

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Bank of England looking for a 'smooth' Brexit

16 May 2017

After all the debate about whether the UK is going for a hard or...

read more
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French fears assuaged but China causes concern

9 May 2017

Last week, despite being shortened by the bank holiday, was a...

read more
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ECB prepares to look through inflation

Now that the first round of the French election is out of the way,...

read more
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US contemplates tax policy as the BoE licks wounds

2 May 2017

The media had much fun last week trying to determine the most...

read more
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Markets confident about May, relieved about Macron

25 April 2017

Theresa May’s shock announcement of a snap election last...

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Risk – where art thou?

20 April 2017

I recently spoke to a friend I know from my university days who...

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Inflation and May's June bombshell

19 April 2017

Many prefer Easter to Christmas on the grounds that Easter has all...

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Conflicting data...

11 April 2017

Current 'soft' economic data, consisting of surveys,...

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Inflation - check. Negative real interest - check.

6 April 2017

The second biggest countdown after New Year’s Eve in Europe...

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Article 50 notification ruffles few feathers

4 April 2017

A week that was dominated by probably one of the most, if not the...

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Higher inflation figures fail to worry the market

28 March 2017

The inflation figures for the UK released last week were as...

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Swedish housing slowing as inflation takes off

24 March 2017

With rates still at -0.5% and inflation on the rise –...

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Rates markets in Europe and UK volatile

24 March 2017

Interest rate markets in Europe and the UK have been particularly...

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Cross-Atlantic hope for Goldilocks inflation

21 March 2017

Last week’s 25 basis point hike by the Fed was so widely...

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Central banks: The next stop on populism’s march

16 March 2017

If it’s true that there are turning points in history, then...

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May’s finger poised on Brexit trigger

14 March 2017

By all accounts the starting gun on Brexit could be fired this...

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German currency/monetary policy wrong ahead of ECB

9 March 2017

The ECB’s stated policy objective is price stability, which...

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March budget not expected to produce much cheer

7 March 2017

The UK market faces its final spring budget this week. From then...

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May makes first move on migration

28 February 2017

This week’s papers are likely to be dominated by...

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Putting populism aside for a moment...

22 February 2017

A severe lack of flexibility and an innate tendency to passively...

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Zuma vs Gordhan - South Africa's 2017 budget

21 February 2017

Minister Gordhan will need to break out his best dance shoes...

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Europe faces up to multiple political events

21 February 2017

The shocks just keep coming – Leicester City, Brexit, Trump,...

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A succession of UK economic releases this week

14 February 2017

The Dodd-Frank bank reform act became law in 2010 in order to...

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Suprise election outcome that could upend the EU

9 February 2017

Pundits, market professionals and casual observers alike will...

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Social Housing annual review 2016 - 2017

7 February 2017

Housing associations faced a number of major challenges in 2016....

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Bank of England U-turns on post-Brexit GDP

7 February 2017

The key event for the UK market last week was the latest release...

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Difficult path ahead for Riksbank

3 February 2017

In common with several other European countries, Swedish inflation...

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'Rhetoric aside...'

31 January 2017

Plato is credited with saying that “rhetoric is the art of...

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Eurozone: dreadful politics but improving

26 January 2017

There have been reports that banks, fearful of a breakdown in the...

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Inflation, rates and Trump

24 January 2017

It has taken a long, long time but inflation is taking off. In the...

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A change of focus in economic policy in 2017?

20 December 2016

The same Christmas present as last year was doled out at the...

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Interest rate normalisation unlikely to return

13 December 2016

Interest rates have firmed up, as the debt market took into...

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Brexit machinations as market waits for central

6 December 2016

Last week saw UK rates enduring a topsy-turvy week which, while...

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La Sofferanza Italiana

1 December 2016

After the turmoil of Brexit and the US Presidential election, this...

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Has the starting gun been fired?

22 November 2016

The recent increase in interest rate expectations has led many to...

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Trump's policy changes and their impact on Europe

17 November 2016

These are troubling times for Europe....

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Trump triumph wrong-foots 'The Establishment'

9 November 2016

In the eighties, the ‘Not the Nine O’Clock News’...

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RBS's £400m starter for 10

8 November 2016

RBS announced this morning that it has set up a new complaints...

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TWO WEEKS - EVERYTHING (AND NOTHING) WILL CHANGE

8 November 2016

We now find ourselves at the eye of the storm, so to speak. Last...

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Like Brexit, the US election is closer than odds

4 November 2016

Now that the FBI has re-opened the investigation into Hillary...

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A surprise, no matter what

3 November 2016

Given the frequency with which market upheavals seem to take place...

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All eyes on the MPC as GDP figures roll in

25 October 2016

After the sharp rise in UK medium and longer term rates seen over...

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Only old central bankers dare tell the truth

20 October 2016

Although not an entirely new phenomenon, the propensity for...

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BREXIT: YOU EITHER LOVE IT OR HATE IT

18 October 2016

It had been foretold by some for months, but last week the...

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Hard Brexit fears rattle sterling

11 October 2016

Last week ought to have started well for sterling. Manufacturing...

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Fines, regulation and policy - how will banks

6 October 2016

It is somewhat ironic that the fine being imposed by the...

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Banks in the firing line of Department of Justice

4 October 2016

Dealers spent last week concentrating on a subject dear to their...

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Markets focus on the Fed and ignore bigger issues

22 September 2016

Markets are braced today for this evening’s announcement on...

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The central bank disconnect 

20 September 2016

Last week saw another swathe of reasonably strong data releases...

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Markets braced for a jittery spell 

13 September 2016

With markets recovering from the initial negative impact on...

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European growth doesn't look good - but looks can

8 September 2016

Many corporates are affected by volatility in the US dollar, and...

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MPC under pressure with uninspiring CIPS surveys

7 September 2016

If Andy Haldane, the Bank of England Chief Economist, is feeling...

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Construction data fails to excite

2 September 2016

After yesterday’s rebound in the UK manufacturing PMI, this...

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How will the US, Japan and Italy respond?

25 August 2016

The Olympic flame has been passed to Tokyo and Shinzo Abe, dressed...

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The short-term employment vs productivity

23 August 2016

Back in the seventies, a visit to the car wash was an exciting...

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UK needs investment like Team GB received in 90s

16 August 2016

As I write this, Britain sits second in the medal table, above...

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The Olympic challenge to set the EU straight

11 August 2016

Negative rates, asset purchase programs, financial support for...

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Full force of Brexit shock yet to feed through

9 August 2016

The astonishingly peaceful hills of Le Marche in central Italy are...

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Base rate cut - a confidence restorative?

4 August 2016

As expected, the Bank of England’s MPC announced a 0.25%...

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Post-Brexit optimism not borne out by data

2 August 2016

The last couple of weeks have seen an array of mixed messages on...

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Central banks to hold off on interest rate moves

29 July 2016

The sun still continues to rise, which based on the general...

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The eye of the storm?

27 July 2016

The last month has been akin to a hurricane in the UK’s...

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There should be no surprises

19 July 2016

On Thursday the markets were taken by surprise when the Bank of...

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Italy's banking and constitutional crises

14 July 2016

Britain’s decision to leave the EU has divided the country,...

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Markets calmer after initial Brexit shock

5 July 2016

Four weeks ago, we discussed the bookmakers’ odds around the...

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Brexit will happen when UK can sit at the table

29 June 2016

On Thursday 23rd June the British electorate voted to leave the...

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Deja vu in interest rate expectations

1 June 2016

Interest rate expectations are in danger of becoming repetitive....

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Wisdom is gained by learning from the past

Longer hours, warmer days: finally Greece is back in the minds of...

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Near-term risks, long-term opportunities

13 May 2016

It is 9 o’clock Wednesday, the 11th of May 2016, and some...

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To hedge or not to hedge?

15 April 2016

We are in for a rough ride in international currency markets, but...

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Brexit plays on the minds of the central banks

So it appears that the UK is a powerful nation with true global...

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JCRA Review 2016/17

10 February 2017

Our annual review includes deal highlights, case...

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Real Estate Breakfast series: Retail sector

20 January 2017

The bricks and mortar world of retail was the focus of...

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BREXIT AND NEW DATA MAKES FOR INTERESTING WEEK

17 January 2017

The major event of this week will be Theresa May’s...

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Update: Proposed BEPS rules announced

12 December 2016

To prevent large businesses from using interest expense...

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Update: BPF’s Government consultation on BEPS

The future for UK wholly owned groups is a little more...

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Going to market for funding through Affordable

27 May 2016

JCRA aims is to find the lowest source of...

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JCRA acquires Canaccord Genuity's team

JCRA has acquired CanaccordGenuity’s (Canaccord)...

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Update: Why the implementation of BEPS matters

22 April 2016

We explore why the implementation of BEPS matters to the...

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Is there an upside for investee companies of a

12 April 2016

Can investee companies with foreign currency receivables...

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JCRA Review 2015/2016

23 February 2016

In the same spirit of...

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Sub-Saharan Renewables in Global Energy Markets

JCRA

Over recent decades, energy use across the world has increased...

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The true cost of the Eskom standoff

JCRA
5 April 2017

JCRA have released the latest paper in their sub-Saharan Africa...

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The ins and outs of an FX hedging decision

Jonathan Lye
16 March 2017

Making a foreign exchange (FX) hedging decision is never a...

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FX hedging for private debt funds

James Stretton
13 February 2017

Many debt funds make loans in currencies other than the one in...

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Renewable energy in sub-Saharan Africa

JCRA

JCRA, in collaboration with the

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Hedge accounting in the UK

Paco Carballo
31 January 2017

FRS102, the new UK GAAP standard, applicable mostly to non-listed...

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Challenges in refinancing P3 debt in Canada

JCRA
14 November 2016

The international investment community has flocked to Canadian...

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Hedging FX risk in sub-Saharan Africa

James Stretton

The sharp rise in the volatility of foreign exchange (FX) markets...

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Interest Rate Hedging in Real Estate

Ivan Harkins

This short paper looks at how interest rate hedging products have...

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Is it the right time for borrowers to hedge their

Ivan Harkins
19 February 2016

Is the recent market turmoil the third part of the financial...

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Get in touch

JCRA are experts in financial markets and providing hedging and debt advice across multiple sectors. If you’re a journalist or need further information, clarification or comment from JCRA for an article you are looking to write, or for content you’re creating, please contact our External Communications Manager, Thor Bostelmann.

TELEPHONE

T: +44 (0)207 493 3310

M:+44 (0)7562 615579

 

PRESS RELEASE

The true cost of the Eskom standoff

4 April 2017

Eskom’s announcement in July 2016 that it would not sign any independent power producers onto the South African power grid threw a booming renewables sector into disarray. JCRA, a...

read more

New Debt Capital Markets collaboration launch first bond issue

17 March 2017

JCRA announced the first bond issue led by the Debt Capital Market team at Peel Hunt, which was established as part of the collaboration with JCRA at the end of 2016. The £50m...

read more

JCRA appoints Benoit Duhil de Benaze as Director

15 March 2017

Leading financial risk consultancy JCRA is delighted to announce the appointment of Benoit Duhil de Benaze as Director. Working from their London offices, Benoit will help to drive and further...

read more
View more

PRESS RELEASE

The true cost of the Eskom standoff

4 April 2017

Eskom’s announcement in July 2016 that it would not sign any independent power producers onto the South African power grid threw a booming renewables sector into disarray. JCRA, a...

read more

New Debt Capital Markets collaboration launch first bond issue

17 March 2017

JCRA announced the first bond issue led by the Debt Capital Market team at Peel Hunt, which was established as part of the collaboration with JCRA at the end of 2016. The £50m...

read more

JCRA appoints Benoit Duhil de Benaze as Director

15 March 2017

Leading financial risk consultancy JCRA is delighted to announce the appointment of Benoit Duhil de Benaze as Director. Working from their London offices, Benoit will help to drive and further...

read more

JCRA and Peel Hunt collaborate on new debt advisory offering

17 October 2016

  Peel Hunt, the independent corporate broking, advisory and trading house focused on UK mid and small caps, has today further expanded its advisory offering by adding Debt Capital...

read more

JCRA extends reach in Scotland with new Glasgow office

12 October 2016

Leading financial risk management consultancy, JCRA, is expanding its Scottish operations and opening a new Glasgow office. Headed up by Director Samantha Bett, the office will...

read more

JCRA expands into South African Infrastructure market with the appointment of Lionel Kruger

4 October 2016

Leading financial risk management consultancy, JCRA, is pleased to announce the appointment of Lionel Kruger as a Director in the Project Finance and Infrastructure team based in...

read more

UK GDP needs the same investment as Team GB

16 August 2016

Following a disastrous Atlanta 1996 Olympics, an investigation was launched into what went wrong with the performance of Team GB and how it could be fixed. The outcome was rather...

read more

JCRA secures key talent with appointment of Shripal Shah

13 June 2016

J.C. Rathbone Associates Limited (JCRA), a leading financial risk management consultancy, is pleased to announce the appointment of Shripal Shah as Director of Real Estate Debt...

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Brexit – a silver lining for UK care home sector?

12 June 2016

With political parties imploding, sterling at its lowest level in 31 years and countless EU citizens left in limbo, many are predicting a turbulent time ahead. However, that gloomy outlook is not...

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