Neil Wilson

A new growth scare? Why is everyone so downbeat? The Fed is thinking of a panicky 50bps cut. Keir Starmer wants to tell us it’s all pain and no gain. Well I say no to the doomsters and the...

It seems a given now that the Federal Reserve will cut interest rates next month. This, to be fair, has been well understood by markets for a fair while. But minutes from the Fed’s last meeting in...

European stock markets rose a little early on Tuesday after a tough session for risk in the wake of the European Parliament elections. French-German bond spreads hit the widest this year on rising...

Oh snap! France’s leader Macron called a snap election after the right humiliated him in European elections. Marine Le Pen’s Rassemblement National took a third of the vote, while Macron’s own party...

The European Central Bank cut rates, as expected, and was rather vague about the next steps, also as expected. The seemingly interesting bit was the ECB chose to raise rates despite not only the...

UK inflation slowed a lot but not as much as expected. Sterling had been advancing a bit in anticipation of this ‘beat’ to the consensus expectations, jumped higher then faltered a bit....

European stock markets rose again early Wednesday to add to gains of around one percent on Tuesday as financials boosted the mainland indices. The FTSE 100 added another half a percent for a fresh...

US futures jump after Nvidia’s bumper earnings; NVDA +13% pre-mkt! European indices rally, Stoxx 600, DAX fresh highs – London still looks on forlornly Nikkei beats 1989 closing high...

Stocks jump, yields dump that’s the story of last week as overstretched positioning ran into some dovishness from central banks, decent enough earnings, and some softer data. Markets have seen a...

Risk off: Wild moves in Treasury markets yesterday betrayed the rather febrile mood – the US 10yr Treasury swung 10bps as Fed chair Jay Powell spoke, kissing 5% for the first time in 16 years...