Tag: RECESSION
The Midweek Update 15 March 2023
Mid-month and the Dollar has come under some significant pressure on the back of hot labour market data, banking sector concerns and rising inflation.
Dollar...
It seems inflation risks will keep the hawkish camp happy!
Implied Fed funds futures extended higher after the data releases that were exactly what policymakers did not want to see. The market remains priced for...
BoE: In A Pretty Protracted Recession?
The BoE is facing a very difficult situation, and while the recession may not be quite as bad as feared initially, it will likely...
Weekly Market Update 01 August 2022
The new month kicks off with the Dollar on the defence, as investors digest the weak Q2 GDP data (-0.9%) which has put the...
Data looked good ahead of second lockdown
Like in the Eurozone, in the UK, the October production numbers still looked pretty good, with a rise of 1.3% m/m. Three-month GDP came...
Stocks, Consumption and Payrolls during Pandemic year
In the US, Holiday sales, as gauged by retail sales, are poised for big 5%-6% 2020 gains that will outpace both last year’s increase...
