Finally hitting home

By Craig Erlam   Equity markets are ending the week in the red after finally falling victim to the persistent disappointment of US economic data on Thursday. It’s taken a lot, but it

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Surprisingly optimistic

By Craig Erlam   It’s been a promising start to the week in financial markets, albeit one built on surprising optimism ahead of Tuesday’s US inflation report. I would expect to see a

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Earnings dampening the mood

By Craig Erlam   Equity markets are back in the red on Wednesday, as investors appear to prepare themselves for a disappointing earnings season for Big Tech. The last few weeks may turn

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A big week of earnings

By Craig Erlam   Not the most eventful start to the week, but that’s unlikely to last with earnings being a particular focus in the coming days. This is likely to be one

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Central bank warnings

By Craig Erlam   It’s been a solid start to the year for equity markets, but that optimism appears to be fading as policymakers queued up in Davos to push back against market

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Markets pushing back

By Craig Erlam   Equity markets are a little softer on Tuesday as investors await more earnings from the U.S. and closely monitor events in Davos. Stocks have had a strong start to

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Eyeing Davos and earnings

By Craig Erlam   A relatively muted start to the week amid lighter expected trade due to the US bank holiday, with Europe and much of Asia posting small gains. It’s been a

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Fed pushing back

By Craig Erlam   European stock markets are trading softer on Tuesday following a similar session in much of Asia as invCestors turn more cautious ahead of Thursday’s US inflation data. The commentary

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Growing optimism?

By Craig Erlam  Equity markets pushed higher on Wednesday, buoyed by softer yields and some promising PMI revisions in Europe. It appears investors are increasingly coming around to the idea that central

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Awaiting the Fed minutes

By Craig Erlam Equity markets appear to be treading water on Wednesday as we await the latest batch of FOMC minutes later in the day. Asia played catchup overnight after Europe and

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