by Anne Bannerman | Mar 8, 2023
Share on Linkedin Linkedin Share on X X Share on Facebook Facebook Last week quieter than expected as February came to an end. The main focus that has emerged has been the Higher for Longer as the markets look to reprice rate expectations and inflation remains...
by Anne Bannerman | Feb 28, 2023
Share on Linkedin Linkedin Share on X X Share on Facebook Facebook Last week saw another week of strong data from the US. This led the market to disregard any level of terminal rates as markets look to be set for higher and longer than expected. Inflation remains...
by Anne Bannerman | Feb 21, 2023
Last week the US CPI was released. The surprise was to the upside with the YoY did drop for the seventh month, but January’s decline was just 0.1% to 6.4%. This was higher than the market expectation and yields push higher on the back of the release. The Euro...
by Anne Bannerman | Feb 15, 2023
Last week the markets took a breath after the FOMC / NFP week previously. The market is taking time to figure out if this is truly the peak of Fed rate rises or if there could be more to come. The Euro gave back pretty much all of the gains of the previous week as...
by Anne Bannerman | Feb 7, 2023
Last week saw the first anticipated rate hike from the fed. A 25bps rise and a failure to maintain the hawkish stance led the market to believe we are reaching our long-anticipated pause point. Both the BoE and ECB both hiked by 50bps but remain dovish in guidance it...
