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Daily Market Brief February 5, 20255 February 2025: Two cuts and nothing in H2 is the new forecast
Highlights People not in work nor looking for work has risen by 2.8mio since the end of the pandemic...
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Daily Market Brief February 4, 20254 February 2025: Reeves reviews the tax status of U.S. Tech firms as a trade war looms
Highlights Water, water everywhere, but not enough to build homes Trump wields his power, but risks derailing the economy...
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Daily Market Brief February 3, 20253 February 2025: Rates are on hold as the economy is “chronically weak”
Highlights Net zero may have to be sacrificed Trump confirms tariffs on America’s biggest trading partners German and French...
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Daily Market Brief January 31, 202531 January 2025: The Chancellor has upset another powerful lobby
Highlights Will voters allow Reeves the patience she needs but may not deserve? The Economy grew by less than...
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Daily Market Brief January 30, 202530 January 2025: Bailey says there is no trade-off between stability and growth
Highlights Reeves announces more plans The Fed leaves rates unchanged Spain’s tourist boom leads it to the top of...
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Daily Market Brief January 29, 202529 January 2025: Lloyds CEO expects three rate cuts in 2025
Highlights Reeves plans pension reform Durable goods orders (ex-defence) fell by 2.4% Many Firms’ access to credit is being...
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Daily Market Brief January 28, 2025
28 January 2025: Reeves encouraged to concentrate on “Ma & Pa” firms
Highlights Two hundred companies have adopted four-day working Fed to pause as Trump expectations weigh on inflation A “green”...
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Daily Market Brief January 27, 202527 January 2025: Growth has edged up in January
Highlights Reeves hints at a third Heathrow runway The Fed is now expected to leave rates unchanged Business activity...
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Daily Market Brief January 24, 202524 January 2025: Reeves may ease her “non-dom” crackdown
Highlights A fifty-point cut is now eminently possible The Fed is expected to enter an extended period of “No...
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Daily Market Brief January 23, 202523 January 2025: Spending cuts risk a doom loop – Haldane
Highlights What’s This? Another new economic strategy The IMF CEO sees the U.S. as “Outperforming the world” A rate...
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Daily Market Brief January 22, 202522 January 2025: Reeves is set to back airport expansions
Highlights Business liquidations have hit a ten-year high The U.S. is retreating from global climate leadership Investor confidence is...
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Daily Market Brief January 21, 202521 January 2025: Consumer confidence is still falling
Highlights Bailey may be “turning dovish.” The U.S. economy is “humming” Trump may crush the fragile Eurozone economy. GBP...
Market Commentary
