PCE Expectations Revised Lower: Weakening USD, Supporting Equities Article published on February 14th, 2025 6:00AM UK Time Key Takeaways from the Latest Data PCE Expectations Have Softened The median forecast for core PCE is now 0.27% M/M, lower than previous concerns that it could track CPI’s stronger 0.45% M/M print. Year-over-year, core PCE is expected … Read more

Market Analysis: Reciprocal Tariffs, Fed Policy, and Consumer Resilience in Focus Article published on February 13th, 2025 8:11AM UK Time As markets digest geopolitical and economic developments, investor sentiment is being shaped by three key themes: the US administration’s tariff policy shift, Federal Reserve rate expectations, and the evolving state of the consumer. While global … Read more

Anticipation Builds Ahead of U.S. CPI Release Amid Mixed Economic Signals Article published on February 12th, 2025 5:00AM UK Time The U.S. economy is currently exhibiting mixed signals, with recent data highlighting both strengths and emerging concerns. On Friday, February 7, 2025, the Bureau of Labor Statistics reported that nonfarm payrolls increased by 143,000 in … Read more

UK GDP Preview: Pound at Risk as Mann Signals Weak Demand Article published on February 11th, 2025 8:33AM UK Time The upcoming UK GDP print on Thursday morning carries heightened significance following the latest remarks from Bank of England (BoE) Monetary Policy Committee (MPC) member Catherine Mann. A known hawkish dissenter, Mann surprised markets at … Read more

Bank of England Policy Shift: The Growing Importance of UK Inflation and Growth Data Article published on February 7th, 2025 9:01AM UK Time The Bank of England’s latest rate decision has provided key insights into the central bank’s evolving stance, with a surprising shift in voting dynamics raising new questions about the UK’s economic trajectory. … Read more