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  • Daily Market Brief July 16, 2025

    16 July 2025: Reeves is wooing the City but forgetting the country

    Highlights The Bank of England faces a battle to maintain stability A rate cut looks as far away as...

  • Daily Market Brief July 15, 2025

    15 July 2025: The Bank of England’s independence is also under fire

    Highlights Bailey is at odds with Reform’s policy on interest on deposits U.S. economic fundamentals remain solid With inflation...

  • Daily Market Brief July 14, 2025

    14 July 2025: Britain’s fiscal issues are rising

    Highlights A contraction but no recession Importers have begun passing on tariff costs France is paying more to borrow...

  • Daily Market Brief July 11, 2025

    11 July 2025: Bailey and Reeves are on a collision course

    Highlights Reeves’ tax raid could “close a pub a day” Trump will use any tactic to get a rate...

  • Daily Market Brief July 10, 2025

    10 July 2025: Reeves’ Mansion House Speech will be a dour affair

    Highlights The Bank of England sees little chance of significant rate cuts The Fed reveals details of the “June...

  • Daily Market Brief July 9, 2025

    9 July 2025: Labour’s wasted year

    Highlights The OBR sees UK finances as “vulnerable” Growing uncertainty could lead to a recession Germany needs structural reforms,...

  • Daily Market Brief July 8, 2025

    8 July 2025: Should the Bank of England have a neutral rate target?

    Highlights House prices are stagnating A ninety-day rollercoaster ride is about to end Industrial Production rose in Germany GBP...

  • Daily Market Brief July 7, 2025

    7 July 2025: Where will interest rates eventually settle?

    Highlights Who’s driving the economic bus? Government debt has grown to 100% of GDP Economic woes continue, the economy...

  • Daily Market Brief July 4, 2025

    4 July 2025: The economy is showing signs of life

    Highlights Labour has one great advantage Jobs data surprises to the upside The Eurozone’s Private Sector Expands More Than...

  • Daily Market Brief July 3, 2025

    3 July 2025: Starmer stands fully behind Reeves

    Highlights Taylor sees the soft landing “at risk” The dollar is at its weakest since 1973 Eurozone unemployment edges...

  • Daily Market Brief July 2, 2025

    2 July 2025: Starmer is humiliated by his own backbenchers

    Highlights Welfare reform bills passes, but it's unrecognisable from what was originally proposed Trump pursues mini trade deals as...

  • Daily Market Brief July 1, 2025

    1 July 2025: Rachel Reeves is urged to ‘means test’ the state pension

    Highlights Consumer spending strengthened in June Inflation vs unemployment – which will the Fed choose? The ECB warns that...

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