Market Overview Analysis & Opinion

In the UK, with Black Friday sales to be included in the December release which will also capture festive season trading, it will be January before a meaningful assessment of the consumer can be...

Anthony Cheung, Stephen Barnett, and Piers Curran explore the biggest financial themes for 2025, including M&A predictions, US debt concerns, and the S&P 500 outlook. Stephen forecasts over...

The Dow broke its 10-day losing streak yesterday; however, the bad news is it only finished the day up 0.04%. So, while the streak was broken, it was just barely. Meanwhile, the S&P 500 ended...

Bank of England rates were maintained at 4.75% today, in line with expectations. However, the 6-3 vote split sent a moderately dovish signal to markets, prompting some dovish repricing and a weaker...

There are several reasons for adopting a cautious near-term outlook for markets, and reflation risk is arguably at the top of the list. That’s old news, but it’s a topic that’s keenly in focus after...

The Bank of England (BOE) has left rates unchanged at 4.75% as widely expected. The decision comes after a hotter-than-expected job reading on Tuesday and another rise in inflation. Average earnings...

Interest rate deliberations remain the central theme this week, with the Bank of England revealing its latest decision later. The central bank has been between a rock and a hard place for some time...

We got another 25bp policy rate cut from the Fed, but updated projections and Chair Powell’s press conference confirm that the Fed is going to be much more cautious next year with sticky inflation...

The Federal Reserve's December FOMC meeting is set to be a pivotal moment for markets. While a 25bps rate cut is a foregone conclusion, recent data showing sticky inflation and a resilient economy...

The market is confident that a 25-basis-points reduction in interest rate is a done-deal for today’s policy announcement, based on Fed funds futures. But the question of whether the Fed should cut is...

In August, the BLS revised 2024 employment growth lower by 818k jobs in its preliminary revision of its Current Employment Statistics (CES). Despite the substantial revision, more reductions to the...

If yesterday’s wage growth numbers were not enough, the reported rise in UK inflation this morning – while expected – surely seals the deal on a no-change decision from the Bank of England tomorrow....

It was another weak day for the markets. The S&P 500 closed lower by 39 basis points, but the weakness was more pronounced in the RSP equal-weight index, down 80 basis points. The Dow dropped for...

Join Anthony Cheung and Stephen Barnett as they break down 2024’s biggest financial stories and trends. From Exxon (NYSE:XOM)'s game-changing acquisition of Pioneer to Reddit (NYSE:RDDT)'s...