by Anne Bannerman | Oct 18, 2023
Last week we continued to see yields as the main driver for the markets. We had US CPI which was higher than expected but although yields failed to push higher, they still remain at elevated levels. Risk off continued as the sad events in Israel and the Gaza strip...
by Anne Bannerman | Oct 11, 2023
Last week was the first in a new quarter, but a similar pattern emerged. Yields continued to dominate and rise as payrolls had an upside surprise at the end of the week. The Dollar at last stopped its continued move higher albeit in the smallest of ways. The...
by Anne Bannerman | Oct 4, 2023
Last week we were lighter on Economic data but as previously highlighted the yield moved higher and risk assets moved lower. The Dollar continued its move higher. It has moved higher for around 10 weeks now and the higher for longer mantra is still ringing true. We...
by Anne Bannerman | Sep 27, 2023
Last week we had a busy week with Central banks. Decisions from the Fed, BoE and SNB kept the markets busy looking at the forward guidance. The Fed kept rates unchanged as expected but the BoE and SNB keeping rates on hold though not a surprise it now seems we have...
by Anne Bannerman | Sep 20, 2023
Last week we saw The European Central Bank (ECB) raise rates by 25bps and US CPI numbers. As we saw US inflation continues to remain at elevated levels and higher for the longer has once again been brought back into focus. The USD still maintained its move higher with...
