top of page
Search
US bond yields higher, USD struggles, Bitcoin at record highs. But who cares because Spurs won the cup...
Good morning Well let’s start with the most splendid news from last night. Yes, Spurs beat Man Utd to win the Europa League final, in...
revansfx
May 22, 20253 min read
UK inflation comes in higher than expected, GBPUSD higher
Good morning Another reasonably meaningless day yesterday, European equities were generally higher led by the UKs FTSE 100 which posted...
revansfx
May 21, 20253 min read
Is Trump overplaying the chances of peace in Ukraine?
Good morning After a morning of USD selling yesterday following the downgrade of the US by Moodys, the markets calmed through the rest...
revansfx
May 20, 20253 min read
USD lower after Moody's US downgrade
Good morning I hope you had a great weekend. Mine was pretty full and I must admit to having over-indulged on more than one occasion...
revansfx
May 19, 20253 min read
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
May 12, 20253 min read
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 9, 20254 min read
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 8, 20253 min read
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 7, 20254 min read
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 6, 20253 min read
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 2, 20253 min read
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 1, 20253 min read
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 30, 20253 min read
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 29, 20253 min read
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 28, 20253 min read
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 25, 20253 min read
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 24, 20253 min read
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 23, 20254 min read
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 22, 20254 min read
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 17, 20255 min read
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 16, 20253 min read
bottom of page
