DIGEST – The risk rally rolled on yesterday as stocks rose on both sides of the Atlantic, amid a lack of major catalysts, though a busier data docket awaits today,…

The post Risk rally rolls on appeared first on London Business News | Londonlovesbusiness.com.

DIGEST – Stocks gained, while the dollar yo-yoed on Tuesday as market participants continue to await concrete news on the tariff front. A quiet calendar awaits today. WHERE WE STAND…

The post The wait for tariff clarity goes on appeared first on London Business News | Londonlovesbusiness.com.

The latest UK labour market report pointed to further gradual weakness, though the figures are highly unlikely to materially move the needle in terms of the BoE policy outlook, while…

The post Unemployment at its highest level since May 2024 appeared first on London Business News | Londonlovesbusiness.com.

DIGEST – Equity futures gained and the dollar slipped yesterday on signs of a temporary tariff reprieve as President Trump took office. Today, the data docket is highlighted by the…

The post Temporary Trump tariff reprieve appeared first on London Business News | Londonlovesbusiness.com.

Stocks and Treasuries both gained last week after cool US core CPI figures, while the UK’s economic ‘doom and gloom’ persisted. This week, all eyes are on Donald Trump’s return…

The post The week head playbook: Welcome mack Mr Tariff Man appeared first on London Business News | Londonlovesbusiness.com.

DIGEST – Markets were a touch calmer on Thursday, as participants digested a solid slate of US retail sales data, ahead of a busy, but likely not market-moving data docket…

The post Market thoughts: Calmer tones prevail into the weekend appeared first on London Business News | Londonlovesbusiness.com.

DIGEST – Stocks surged and Treasuries gained after cooler than expected US CPI saw markets pare back from a hawkish extreme yesterday, ahead of another busy data docket today. WHERE…

The post Market thoughts: Paring back from extremes appeared first on London Business News | Londonlovesbusiness.com.

The December US CPI report painted a mixed picture of price pressures in the US economy as 2024 drew to a close. At a headline level, prices rose 2.9% YoY,…

The post US CPI report paints a mixed picture appeared first on London Business News | Londonlovesbusiness.com.

This morning’s slate of UK inflation data will likely come as a significant relief to Bank of England Governor Bailey, and to beleaguered Chancellor Reeves. The data showed headline prices…

The post Inflation data will bring relief to Bank of England appeared first on London Business News | Londonlovesbusiness.com.

DIGEST – Markets were choppy on Tuesday, as participants digested fresh tariff news, and cooler than expected US PPI figures, ahead of the more widely-watched CPI metric, and start of Q4 earnings…

The post Market thoughts: Tumultuous trade into CPI appeared first on London Business News | Londonlovesbusiness.com.