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Daily Market Brief February 17, 202317 February 2023: Inflation guaranteed to fall… unless
Highlights End of hiking cycle to hit Sterling long-term Economy far more robust in Q1 than it was in...
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Daily Market Brief February 16, 202316 February 2023: BoE considered blasé on economy
Highlights High food prices keep inflation close to 40 year high Economy showing remarkable resilience Lagarde reaffirms plan for...
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Daily Market Brief February 15, 202315 February 2023: Private sector pay an issue
Highlights Hunt, under pressure to reduce VAT in Budget Inflation fell in January, but the pace of the fall...
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Daily Market Brief February 14, 202314 February 2023: Regulation is killing productivity
Highlights Brexit has cost £1,000 per household January’s inflation could make FOMC eat their words No recession but severe...
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Daily Market Brief February 13, 202313 February 2023: Economy grew by just 0.4% in 2022
Highlights The UK avoids recession by a hair’s breadth Hard or soft, or how about no landing at all?...
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Daily Market Brief February 10, 202310 February 2023: Bailey and MPs clash over inflation
Highlights Q4 GDP data to confirm concerns over a recession Fed Governor Waller sees interest rates exceeding expectations German...
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Daily Market Brief February 9, 20239 February 2023: UK may avoid recession
Highlights Mortgages may continue to rise for some time Did Powell have advance notice of employment data? Eurozone banks...
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Daily Market Brief February 8, 20238 February 2023: Further rate hikes remain likely
Highlights Cabinet reshuffle planned to invigorate economy Kashkari warns rates will need to stay higher for longer Italian Central...
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Daily Market Brief February 7, 20237 February 2023: BoE risking the Hokey Cokey
Highlights Rate hikes hitting construction hard Recession now considered 25%-30% likely Retail sales fall while investor sentiment rises GBP...
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Daily Market Brief February 6, 20236 February 2023: Jury out on size of recession
Highlights Truss continues her delusion Jobs data ensures further hikes Energy support to continue GBP – Market Commentary Any...
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Daily Market Brief February 3, 20233 February 2023: Interest rates reach 4%
Highlights Bank hikes rates for tenth successive meeting Premature to claim victory over inflation Lagarde calls on Governments to...
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Daily Market Brief February 2, 20232 February 2023: Confidence draining away
Highlights MPC increasingly concerned about effect of hikes on economy Fed hikes and vows to continue Inflation falls for...
