Plenty to look forward to

By Craig Erlam   It hasn’t been the most thrilling start to the week, but the good news is that it should improve from here as the US rejoins and the economic calendar

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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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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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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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Tech leading the way

By Craig Erlam  It’s been a mixed day of trade in Europe and the US opened marginally lower Thursday, as traders took a step back following a lively start to the year.

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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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A choppy start

By Craig Erlam It’s been quite a choppy start to the trading week, with much of the focus on China where Covid relaxation measures and property market support have brought some relief.

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Hope fades ahead of CPI data

By Craig Erlam We’re seeing some risk aversion in markets on Thursday as we await inflation data from the US later in the week. It probably won’t come as a surprise to

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