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USD up as US talks of cutting China tariffs
Good morning  Well that was a pretty scorching weekend. I have to say if we had those temperatures for the whole year I’d be pretty...
revansfx
7 days ago3 min read
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BoE cuts 25bps to 4.25% as expected but decision not unanimous
Good morning  BoE did indeed cut rates 25bps to 4.25% yesterday as had been expected but the voting was something of a surprise. Two...
revansfx
May 94 min read
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BoE to cut rates 25bps; Will Trump announce trade deal with UK?
Good morning  VE Day today, the 80th anniversary of Victory in Europe, marking the formal acceptance of all Germany’s unconditional...
revansfx
May 83 min read
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GBP up on India trade news, RON lower as anti-EU Simion wins election
Good morning  GBP outperformed yesterday helped in no small part by the announcement of a trade deal with India following. The...
revansfx
May 74 min read
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Back to work after the long weekend, looking ahead to Fed and BoE rate announcements
Good morning  I hope you all enjoyed the long weekend. It did get surprisingly chilly but remained dry other than a couple of small...
revansfx
May 63 min read
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Will we start seeing a slowdown in the US labour market?
Good morning  US and EU equities made small gains yesterday, while the US dollar gained into the London close, with GBPUSD trading down...
revansfx
May 23 min read
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US economy contracts but Trump blames Biden
Good morning  Welcome to May. We’re already one third of the way through the year and I feel it has come and gone very quickly.  Not...
revansfx
May 13 min read
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Big day for economic data, and we'll hear from Trump a few times
Good morning  US equities had another decent day despite European markets looking more mixed yesterday. Overnight Asian markets were...
revansfx
Apr 303 min read
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Spain and Portugal suffer huge, unexplained power outages
European stocks were up around 0.5% yesterday, faring slightly better that their US equivalents. Asian markets were also positive...
revansfx
Apr 293 min read
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Markets and weather both likely to heat up later this week
Good morning  I hope you had a terrific weekend. Weather was good, and it looks like we’ll have the same, or warmer, for the coming...
revansfx
Apr 283 min read
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Some talk of possible US rate cuts get the market excited
Good morning  Global equity markets had another decent day yesterday as talk of US negotiating deals with other countries continued. ...
revansfx
Apr 253 min read
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Equities and USD up on vague hopes of softening in US/China trade war
Good morning  Most global equity indices had a positive day yesterday, really only China markets were down in Asian trading overnight...
revansfx
Apr 243 min read
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Are we seeing a Trump u-turn?
Good morning  It felt like a bit of a holiday day yesterday and judging by the number of email bounce backs I got from sending my...
revansfx
Apr 234 min read
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Trump's attack on Fed's Powell send US equities and US dollar lower
Good morning  Welcome back to the real world after a long and rather lovely long Easter weekend. Another weekend of birthday...
revansfx
Apr 224 min read
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Feds Powell dismisses rate cuts but talk of trade deals brings some cause for optimism
Good morning  I don’t think anyone will be sad to see the end of this week and a four day long weekend will be most welcome unless of...
revansfx
Apr 175 min read
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GBP remains bid despite lower than expected inflation data
Good morning  Yesterday saw global equities recede a little after a couple of days of gains and futures prices point to a lower open...
revansfx
Apr 163 min read
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Markets enjoy another day of improved risk sentiment, hoping for more of the same today
Good morning  Half way through April already and the markets continue to trade with a degree of optimism that I find mildly odd given...
revansfx
Apr 154 min read
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Equities up, USD down, for the time being at least
Good morning  What a fantastic weekend spent with the family celebrating my eldest’s 2st birthday. We enjoyed cocktails and steaks on...
revansfx
Apr 144 min read
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All aboard the rollercoaster...
Good morning  More rollercoaster moves as markets still struggle to digest Trump’s tariff decisions.  European equities had a decent...
revansfx
Apr 114 min read
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Trump's tariff reversals leads equity markets to record gains
Good morning  Another day, another load of turmoil in the markets. European equities were down again yesterday roughly reaching the -3%...
revansfx
Apr 104 min read
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