US GDP and PCE inflation are main highlights, plus the Fed minutes. UK and Japan have busy calendars too with focus on CPI. Flash PMIs for February will also be doing the rounds. RBNZ meets, is unlikely to follow RBA’s hawkish path. Dovish Fed bets suffer a fresh blow The US jobs report for January,…
Markets UK Q4 2025 growth and December production this morning again painted a sluggish picture on activity at the end of 2025. The UK economy ‘expanded’ 0.1% Q/Q, equal to the Q2 pace. Consensus expected 0.2%. Household consumption (0.2% Q/Q) and government spending (0.4%) contributed positively to growth. Gross Fixed capital investment declined (-0.1% Q/Q)…
After days dominated by fears of an intensified tech rout and structural disruption from artificial intelligence, markets ended the week on a steadier footing. While volatility picked up meaningfully, Friday’s price action made clear that talk of an imminent trend reversal remains premature. Investors responded to midweek stress not by abandoning equities wholesale, but by…
EUR/GBP is sitting at a key technical and macro junction around 0.86 level as markets head into rate decisions from the ECB and the BoE. While neither meeting is expected to deliver an immediate policy shift, both carry important signals that could shape expectations and positioning in the cross. Both central banks are widely expected…
In focus today The US Bureau of Labor Statistics (BLS) announced yesterday that the ongoing partial government shutdown will cause a delay to Friday’s January Jobs Report release. This also affects the annual NFP benchmark revisions that were due for release on Friday, as well as the December JOLTs data, that was supposed to be…
Week in review Kevin Warsh nominated as the next US Federal Reserve Chair. Commodity markets saw a sharp reversal, with silver down 27%. Key focus for the week ahead: Alphabet and Amazon earnings. Central Banks (RBA, BoE, ECB) meet ahead of the January NFP report. A blockbuster week for global markets with wild price swings,…
Week in review The US stock markets started 2026 on a high note, with the S&P 500 and Nasdaq rallying on the first trading day thanks to renewed investor confidence. Technology companies led the comeback, with giants like Nvidia and Broadcom posting strong gains after a few difficult days at the end of December. Although…
Global Equity Funds Saw Strong Flows in Final Week of 2025 Global stock funds attracted $26.54 billion in new investments this week, continuing a strong buying trend following a massive $37 billion inflow the previous week. This enthusiasm comes after the global market gained nearly 21% in 2025, its best performance since 2019. American stock…
UK PMI Manufacturing was finalized at 50.6 in December, up from November’s 50.2 and marking a 15-month high. The reading confirmed continued expansion, though it was revised lower from the initial estimate of 51.2, tempering the strength of the signal heading into 2026. Data from S&P Global Market Intelligence showed output rising for the third…
The past week delivered no shortage of surprises, yet markets ended it with remarkably little conviction. Key macro data and central bank decisions challenged prevailing assumptions, but follow-through across major assets proved elusive. US economic releases hinted at a faster cooling in both employment and inflation. Under normal circumstances, that combination would have fueled enthusiasm…