MarketPulse Archives - Page 6 of 21

Central banks to spoil party, BoJ in focus

By Craig Erlam Not the most thrilling start to the week, but that’s to be expected given the number of major events over the last few sessions and the absence of anything

18th December 2023

Markets/World

Fed overdelivers, will ECB and BoE follow?

By Craig Erlam The most hotly anticipated central bank meeting of the year did not disappoint on Wednesday, with the Federal Reserve potentially delivering this year’s Santa rally. I don’t think many

14th December 2023

Markets/World

Not a jobs report for optimists

By Craig Erlam There’s been a lot of talk this week whether investors have become too optimistic about interest rate cuts next year and Friday’s jobs report may have brought some crashing

8th December 2023

Markets/World

Positive US data ahead of NFP, BoC holds

By Craig Erlam US stocks were off to a decent start again on Wednesday, buoyed by data that pointed to further weakness in the jobs market and additional disinflationary pressures. There’s no

7th December 2023

Markets/World

How sustainable is markets’ rally? PMI surprise

By Craig Erlam Equity markets in Europe and the US continued to edge higher on Tuesday despite many questioning whether investors are getting too carried away. The rally appears to be based

6th December 2023

Markets/World

US jobs data ahead of next week’s Fed decision

By Craig Erlam The next couple of weeks could be massive for markets going into 2024, with a range of data from the US in the coming days setting us up nicely

4th December 2023

Markets/World

Eurozone disinflation accelerates as markets price in rate cut

By Craig Erlam Eurozone inflation fell further than expected in October, leaving the headline HICP rate within touching distance of the ECB’s 2% target. While policymakers have continued to push back against

1st December 2023

Markets/World

Relaxed start to the week, focus on OPEC+

By Craig Erlam It’s been a calm start to the week which isn’t entirely surprising given the lack of events on the calendar. That said, things are expected to pick up with

28th November 2023

Markets/World

Germany on brink of recession, UK confidence improves

By Craig Erlam A quiet end to the week with European indices treading water and economic data highlighting the challenges facing the bloc. Nowhere is that more evident than in Germany which

24th November 2023

Markets/World

Encouraging surveys from Europe, but a long way to go

By Craig Erlam Thursday was relatively slow in the markets, as you’d expect due to the US Thanksgiving bank holiday, but there were some releases and OPEC+ speculation that kept things interesting.

24th November 2023

Markets/World