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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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...