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  • Daily Market Brief November 10, 2025

    10 November 2025: Starmer is expected to take more flak from the Left than the Right on tax rises

    GBP – Market Commentary Reeves is trying to decide: tax cruises or welfare cuts Voters are becoming ever more...

  • Daily Market Brief November 7, 2025

    7 November 2025: Bailey cast the decisive vote for a hold

    GBP – Market Commentary Lucy Powell warns Reeves against raising income tax As predicted, yesterday's meeting of the Bank...

  • Daily Market Brief November 6, 2025

    6 November 2025: The Bank of England won’t risk bailing Rachel Reeves out

    GBP – Market Commentary Keeping interest rates high for too long is risky Today's meeting of the Bank of...

  • Daily Market Brief November 5, 2025

    5 November 2025: Can Reeves survive tax increases?

    GBP – Market Commentary The BoE rate decision weighs on sterling Untenable. That is the word most journalists, investors,...

  • Daily Market Brief November 4, 2025

    4 November 2025: The Bank of England is expected to pause rate cuts this week

    GBP – Market Commentary MPC is expected to maintain interest rates at 4% The Bank of England's Monetary Policy...

  • Daily Market Brief November 3, 2025

    3 November 2025: Reeves’ Budget will include tax rises to protect a £50bn NHS cash boost

    GBP – Market Commentary The BoE urges lenders to come clean over loans to so-called 'shadow banks' There was...

  • Daily Market Brief October 31, 2025

    31 October 2025: There is a growing split within the MPC

    GBP – Market Commentary Starmer stands by Reeves following another broken rule The pound remains under pressure after reports...

  • Daily Market Brief October 30, 2025

    30 October 2025: The Fed’s cutting bond sales will pressure the BoE

    GBP – Market Commentary It's not me, it's Brexit! In a particularly rowdy Prime Minister's Questions in the House...

  • Daily Market Brief October 29, 2025

    29 October 2025: The Bank of England is expected to hold rates this quarter and resume cutting early 2026

    GBP – Market Commentary Farage seeks influence over the Central Bank, similar to Trump and the Fed The Bank...

  • Daily Market Brief October 28, 2025

    28 October 2025: An economy has never taxed its way to growth

    GBP – Market Commentary Private credit braces for public reckoning The budget is still a month away, but economists...

  • Daily Market Brief October 27, 2025

    27 October 2025: Inflation expectations have risen to their highest level since April

    GBP – Market Commentary Supermarkets warn tax rises could drive food prices higher The Bank of England faces a...

  • Daily Market Brief October 24, 2025

    24 October 2025: The 2% target may be the problem

    GBP – Market Commentary Reeves may be on the verge of her biggest betrayal One of the MPC’s most...

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