top of page
Search
Glad to see the back of October, but will November be any better?
Good morning For this week, US data releases will be one hour earlier at 12.30 or 14.00 london time due to the clock changes. In...
revansfx
Nov 1, 20222 min read
Â
Â
Â
Hoping for no nightmares from Fed in Halloween week
Good morning It’s a big week. We have rate announcements from FOMC, BoE and RBA, plus the latest US employment data on Friday, with...
revansfx
Oct 31, 20223 min read
Â
Â
Â
ECB achieve dovish rate rise
Good morning ECB did raise rates 75bps yesterday to lift rates to 1.5% but the general feeling is there was a slightly dovish tilt,...
revansfx
Oct 28, 20223 min read
Â
Â
Â
BoC latest central bank to slower rate rises
Good morning I’ve spent the last couple of days scouring more Universities for my daughter, I think we’ve now done all the ones she’s...
revansfx
Oct 27, 20222 min read
Â
Â
Â
Fed turning slightly dovish? Japan intervention? Sunak to be PM?
Good morning What a difference a day makes! US dollar was flying high Friday when an article in the WSJ by Timiraos appeared which...
revansfx
Oct 24, 20223 min read
Â
Â
Â
Weak UK retail sales sends GBP lower despite Truss departure
Good morning Truss has something to celebrate. Despite her recent insistence that she would be leading the Tory party to the next...
revansfx
Oct 21, 20223 min read
Â
Â
Â
How long can Truss survive?
Good morning Truss got through PMQs yesterday but her Home Secretary Braverman resigned with an attack on Truss in her resignation...
revansfx
Oct 20, 20222 min read
Â
Â
Â
GBP dips as UK inflation tops expectations, eyes on Truss at PMQs
Good morning GBP has traded lower this morning after UK data showed there is very little sign of inflation abating. The y/y headline...
revansfx
Oct 19, 20222 min read
Â
Â
Â
GBP performs well as Hunt calms markets
Good morning Jeremy Hunt yesterday took apart the Truss/Kwarteng mini-budget that caused so much instability when it has been announced. ...
revansfx
Oct 18, 20223 min read
Â
Â
Â
Calm continues, but for how long?
Good morning Despite the ongoing feeling that the Fed will stick with their rather aggressive rate rise policy, the US dollar seems to be...
revansfx
Oct 17, 20223 min read
Â
Â
Â
Are we seeing the calm after the storm?
Good morning Quite a day in the currency markets yesterday, we saw a broadly weaker USD ahead of the US inflation number, the release...
revansfx
Oct 14, 20223 min read
Â
Â
Â
Attention on US inflation data today
Good morning The currency markets have been remarkably stable since I sent my report yesterday morning. When I say stable, we have seen...
revansfx
Oct 13, 20222 min read
Â
Â
Â
BoE add to GBP woes as Bailey announces end of support
Good morning GBP fell sharply yesterday evening as BoEs Bailey confirmed that their temporary bond-buying will end this Friday. He...
revansfx
Oct 12, 20222 min read
Â
Â
Â
Warnings of global recession as central banks continue to eye higher rates
Good morning GBP struggled to make ground on USD overnight, it reach almost 1.1100 in the early hours but slipped back below 1.1000 as...
revansfx
Oct 11, 20223 min read
Â
Â
Â
USD find support from US employment data
Good morning A headline nonfarm payroll number of +263k and an unemployment rate down t0 3.5% gave USD an end of week boost Friday, even...
revansfx
Oct 10, 20222 min read
Â
Â
Â
A bit of calm, is there a storm to follow?
Good morning A degree of calm came over the currency markets yesterday. Global stocks were generally lower, USD higher against most...
revansfx
Oct 7, 20222 min read
Â
Â
Â
Support for USD after hawkish Fed comments
Good morning Feds Bostic kept in line with recent comments saying the fight against inflation is still in the early days and that rates...
revansfx
Oct 6, 20222 min read
Â
Â
Â
US stocks still suggest Fed could slow pace of rate rises
Good morning USD weakened further yesterday and despite a slight attempt overnight to push higher, it actually remains near recent lows...
revansfx
Oct 5, 20222 min read
Â
Â
Â
Stocks up, dollar down
Good morning A weaker USD this morning sees most majors higher, EURUSD is up to near 0.9900 and GBPUSD has traded up through 1.1400 to...
revansfx
Oct 4, 20222 min read
Â
Â
Â
Tax cut u-turn hardly inspires confidence
Good morning Welcome to Q4. We’ve only been in it a few days and already there’s plenty of news. The UK chancellor has backtracked on...
revansfx
Oct 3, 20223 min read
Â
Â
Â
bottom of page


