Find out why the US consumer has come back to life, and why the Chinese consumer is in retreat. Get our view on what to expect from next week’s Fed meeting, and also the trading winners from the energy price crunch.
Read MoreFind out what US inflation means for the next stage of Fed policy and why strong wage growth may not lead to prolonged GBP strength.
Read MoreFind out why EasyJet rejected a takeover offer, and how China can impact the oil markets. Also, read why September can be a tricky month for markets.
Read MoreGet our take on what to expect from this week’s ECB meeting and why the euro will be in the ascendancy. Also find out why stocks could stay in Goldilocks mode for some time as supply chain concerns do not seem to be doing too much damage to economic growth.
Read MoreGet our take on what to expect from this week’s payrolls report and why Alibaba’s latest move to placate the Chinese government won’t help its share price recovery.
Read MoreGet our take on what rising prices could do to the euro and to European stock indices, and we prefer the Cac over the Dax in the stock index space.
Read MoreFind out why the Jackson Hole symposium is unlikely to move the dial for financial markets and why GBP could be headline lower.
Read MoreMarkets are expecting the Fed’s money tree to keep on giving, but could the Fed deliver a hawkish surprise that could knock risk sentiment?
Read MoreGet our view on why the market is too hasty to fret about Fed tapering, and why market sentiment may not recover until next week.
Read MoreGet our take on how the market will react to the Taliban taking control of Afghanistan and why Big Tech could come under selling pressure this week.
Read MoreGet our take on how to trade markets when volatility is low. And what UK GDP means for UK asset prices.
Read MoreGet our take on what could move markets at the start of this week.
Read MoreFind out how the BOE managed a dovish-hawkish message at the latest BOE meeting, and why the BOE could teach the Fed a thing or two about communication.
Read MoreWhere markets go next could depend on the Jackson Hole symposium later this month, before that payrolls will be vital to future Fed decisions. Get our take on what to expect from the US jobs data and the BOE.
Read MoreFind out if record earnings will be the beginning of the end for the tech giants, and why Astra Zeneca is likely to start charging more for its Covid vaccine.
Read MoreGet our view on why Beijing wants to hinder Chinese parents from giving their children a leg up the educational ladder, and what European bank earnings and the Fed meeting mean for financial markets.
Read MoreGet our view on the latest ECB meeting and why the Eurozone central bank is falling behind the BOE and the Fed.
Read MoreMarkets had a meltdown on one of the hottest days of the year for the UK. What will a fourth Covid wave mean for risky assets? Get our take.
Read MoreFind out why inflation could still be a sticking point for the market, and why the Bank of England is pulling ahead in the race for central bankers to normalise monetary policy.
Read MoreWill inflation be too much for the Fed to bare, and can US corporate earnings save the stock market? Get our take.
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