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What have we been up to

VIEWS & NEWS
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Eurozone defies expectations

21 August 2017

Markets have a habit of wrong-footing their participants and one...

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Central bankers prepare for the mountain

15 August 2017

The Ghost of Financial Crises Past has been splashing itself...

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Brexit: The elephant in the room

8 August 2017

The blood-soaked battlefields of Europe were commemorated last...

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End of the road for Libor

31 July 2017

  “At what rate could you borrow funds,...

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Rough terrain ahead for May

24 July 2017

The UK Government all but shut up shop this week for the summer...

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Falling inflation - the big story for H2 2017

19 July 2017

Fed Chair Janet Yellen’s testimony last Wednesday surprised...

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Doubts cast over UK trade as deficit widens

11 July 2017

A succession of weak economic releases last week failed to produce...

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Synchronised tightening poses problems for

4 July 2017

The bond market is the elder statesman of the financial world. The...

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Mixed signals from the MPC 

27 June 2017

Most eyes have remained fixed on the Brexit negotiations, and the...

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All doom and gloom?

20 June 2017

Two weeks ago we entitled our Bulletin ‘Pre-Election...

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Resurgent Europe throws spotlight on UK

13 June 2017

Ah, democracy! After the jitters of the French Presidential...

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Pre-election blues

6 June 2017

When Theresa May surprised the markets, and us, by calling out the...

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Unwelcome uncertainty

30 May 2017

Theresa May’s faltering election campaign finally caught up...

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Polls tighten as sterling beats dollar

23 May 2017

Last week’s Conservative manifesto showed Theresa May...

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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...

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French fears assuaged but China causes

9 May 2017

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

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US contemplates tax policy as the BoE licks

2 May 2017

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

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Markets confident about May, relieved about

25 April 2017

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

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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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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

28 March 2017

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

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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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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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March budget not expected to produce much

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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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

14 February 2017

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

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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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'Rhetoric aside...'

31 January 2017

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

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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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BREXIT and new data makes for interesting

17 January 2017

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

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Markets face the prospect of a tricky year

10 January 2017

The political surprises of 2016, and the potential for there to be...

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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

13 December 2016

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

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Brexit machinations as market waits for

6 December 2016

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

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Markets calm ahead of non-farms and Italian

29 November 2016

Economists, it is said, use decimal points in their forecasts to...

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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 must prove his chops with economic

15 November 2016

Last Friday, Andrew Neil interviewed Henry Kissinger on Donald...

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TWO WEEKS - EVERYTHING (AND NOTHING) WILL

8 November 2016

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

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Realism needed from the Bank of England as

1 November 2016

After a brief respite, major debt markets have continued to move...

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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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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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Banks in the firing line of Department of

4 October 2016

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

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QE and helicopter money

27 September 2016

The main event of last week was the Fed’s decision to delay,...

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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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MPC under pressure with uninspiring CIPS

7 September 2016

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

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MPC out of ideas as data pours in

31 August 2016

Most eyes were on the US last week, with dealers unwilling to take...

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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

16 August 2016

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

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Full force of Brexit shock yet to feed

9 August 2016

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

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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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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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Markets calmer after initial Brexit shock

5 July 2016

Four weeks ago, we discussed the bookmakers’ odds around 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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