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Daily Market Brief May 13, 202513 May 2025: Labour continues to avoid targets
Highlights Lombardell sees continued uncertainty despite the trade agreement Recession chatter is getting louder. Schnabel warns against another rate...
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Daily Market Brief May 12, 202512 May 2025: Starmer sees Farage as his main rival to be PM
Highlights Should the cut have been fifty basis points? Chinese exports to the U.S. have slumped A rate cut...
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Daily Market Brief May 9, 20259 May 2025: The Bank of England cuts rates by 25bp
Highlights The economic deal with the U.S. may save thousands of jobs for British carmakers and the steel industry...
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Daily Market Brief May 8, 20258 May 2025: The winter fuel row could see Reeves off
Highlights Starmer defends his India trade deal Stagflation may be a problem post-FOMC Eurozone growth stalled in April GBP...
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Daily Market Brief May 7, 20257 May 2025: The UK services sector shrinks for the first time in 17 months
Highlights The UK and India have agreed on a free trade deal China warns the US tariff war is...
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Daily Market Brief May 6, 20256 May 2025: Time for the first major Cabinet reshuffle
Highlights Farage gives Starmer a “bloody nose” Fed and Powell face ‘tug-of-war’ with Trump and his tariffs looming The...
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Daily Market Brief May 2, 20252 May 2025: Is Runcorn more important than the local elections?
Highlights Will Reeves go in a Post-election reshuffle? Trump blames Biden for economic woes Little to cheer in Q1...
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Daily Market Brief May 1, 20251 May 2025: Starmer faces a nightmare choice between Trump and Carney
Highlights Santander profits fall as it cuts UK growth forecast The US economy shrinks 0.3% in the first quarter...
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Daily Market Brief April 30, 202530 April 2025: Reeves plans a major pension shake-up
Highlights Too early to judge the impact of tariffs – BoE’s Lombardelli PCE inflation falls to 2.6% Eurozone economic...
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Daily Market Brief April 29, 202529 April 2025: Has Reeves blown the only chance she had of a trade deal?
Highlights EY Item Club predicts GDP of only 0.8% this year 100 days of Trump have caused untold damage...
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Daily Market Brief April 28, 202528 April 2025: Pension funds believe that the UK is “undervalued”
Highlights Reeves needs to “get in line” This week’s NFP data may be yet another “watershed moment” Services output...
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Daily Market Brief April 25, 202525 April 2025: Starmer faces a stark choice: fix Brexit or agree a trade deal with the U.S
Highlights Bailey believes a recession is not close Nomura sees the economy slowing rapidly Eurozone debt declined in 2024...