Find out why we do not think that inflation is a risk and what this means for markets.

Kathleen BrooksFebruary 14, 2021

UK GDP shocker, in Draghi we trust, and UK banks to watch

Read our latest note and find out why US stocks remain king, why UK GDP is not as bad when you delve into the data and what to expect from bank stocks.

Kathleen BrooksFebruary 12, 2021

What to watch in the week ahead

Find out why tech stocks may continue to dominate the markets, and why the US economy is not running too hot for the Fed.

Kathleen BrooksFebruary 7, 2021

UK GDP bounce back the key takeaway from BOE

Get our take on what the Bank of England report means for UK asset prices, and why analysts may have it wrong about US payrolls for January.

Kathleen BrooksFebruary 5, 2021

Silver in the eye of the retail trading storm, as the markets remain at war with Reddit

Find out what Minerva thinks about the silver rally, what the retail trading pack could target next and why the broader market doesn’t need to panic.

Kathleen BrooksFebruary 1, 2021

The Fed, tech earnings and market drama

Find out why retail traders are taking on hedge funds, and why the Fed will always be king for markets.

Kathleen BrooksJanuary 27, 2021

Why markets are not ready to lose faith in risk, just yet: The Fed and key earnings

Find out why Tesla and co. could ignore Covid risks and continue to rally, and why the Fed chief may look to his predecessor for support.

Kathleen BrooksJanuary 25, 2021

Three reasons why the latest coronavirus news may not dent market sentiment in the long term

News headlines may be in a panic over the latest Covid news, but financial markets could hold their nerve.

Kathleen BrooksJanuary 22, 2021

Week Ahead: Biden inauguration, ECB and more Q4 results

Find out why bank shares are failing to rally after decent results for Q4, what the ECB will say about the euro and why Joe Biden could be bad for markets.

Kathleen BrooksJanuary 17, 2021

US focus: Biden, banks and why rising yields matter

Get our take on what to expect from US banks earnings, and why the next leg of the stock market rally will depend on Joe Biden.

Kathleen BrooksJanuary 14, 2021

A riotous start to January and what to expect for the week ahead

Find out why financial markets could remain exuberant and stocks and the dollar rise even with political turmoil and a dark picture for payrolls.

Kathleen BrooksJanuary 10, 2021

The bitter end for Trump, an NFP report and a good day for US stocks

Find out our view on what a blue wave in Washington means for stocks, and what to expect from Friday’s NFP report.

Kathleen BrooksJanuary 7, 2021

What to worry about and what not to worry about in the first trading week of 2021

Get our view on what to worry about and what not to worry about at the start of the new trading year.

Kathleen BrooksJanuary 3, 2021

Out with the old, in with the new

Read our last note of 2020, and find out why the FTSE 100 will be the new barometer of UK economic performance outside of the EU, as the pound continues to enjoy the post Brexit trade deal bounce.

Kathleen BrooksDecember 31, 2020

Welcoming 2021: part 2

It is a new dawn for financial markets and 2021 could herald some interesting trading themes. Find out why we like the pound, the least loved airline stocks and why you’ll have to choose between your Door Dash and Airbnb in the year to come.

Kathleen BrooksDecember 27, 2020

Welcoming 2021: part 1

Read the first part of our “Welcoming 2021” report. We looks at the implications of the Brexit trade deal for the trading year ahead.

Kathleen BrooksDecember 27, 2020

New Covid Strain, Brexit trade deadline and what next for the pound

Get our view on what the latest lockdowns and Covid news means for the pound, and why downside could be limited.

Kathleen BrooksDecember 20, 2020

Will they, won’t they get a trade deal in time, and why central banks continue to prop up financial markets

Find out why markets remain bullish even in the face of deteriorating economic data. Also get our view on why we believe a Brexit trade deal will be reached before year end.

Kathleen BrooksDecember 17, 2020

The Week Ahead:Still something left on the table?

Kathleen BrooksDecember 14, 2020

Crunch time for Brexit as Airbnb flies high on its stock market debut

Get our view on why the FX market is confident that a Brexit deal can be done. Also, find out whether Airbnb’s spectacular stock market debut will last.

Kathleen BrooksDecember 10, 2020