USD: All Eyes on Friday’s PCE Print Article published on March 27th, 2025 3:00AM UK Time Inflation in Focus as Markets Await Key PCE Data The February US PCE report, due Friday, will provide crucial insights into inflation trends and the potential timing of Fed rate cuts. With the Fed’s preferred inflation gauge showing signs … Read more

UK Spring Statement 2025: Fiscal Tightening in Focus Amid Economic Challenges Article published on March 26th, 2025 2:45AM UK Time Chancellor Reeves Faces Limited Fiscal Space The upcoming UK Spring Statement is set to be a defining moment for the government’s fiscal strategy, as Chancellor Rachel Reeves grapples with tighter budget constraints and economic uncertainty. … Read more

UK CPI Preview: Inflation Trends and BoE Policy Outlook Article published on March 25th, 2025 3:30AM UK Time UK Inflation Set to Decline, but Policy Uncertainty Remains The upcoming UK CPI report will be a key moment for markets and policymakers, as expectations point to a modest decline in inflation. The headline year-on-year CPI is … Read more

Why Fed’s Waller Wanted to Maintain the Pace of Balance Sheet Runoff Article published on March 24th, 2025 3:00AM UK Time At the latest Federal Reserve meeting, policymakers decided to slow the pace of balance sheet reduction, adjusting the monthly Treasury runoff cap from $25bn to $5bn while keeping the MBS cap at $35bn. However, … Read more

Daily Market Analysis: Fed Holds Rates, but Signals Growing Caution Article published on March 21st, 2025 4:45AM UK Time Fed Maintains Rates, Signals Balance Sheet Adjustment As expected, the Federal Reserve kept rates unchanged at 4.25-4.5% in a unanimous decision. However, the central bank announced a slower pace of balance sheet runoff, reducing the monthly … Read more