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Central bank speakers take centre stage ahead of US inflation data tomorrow
Good morning It was another quiet day in the currency markets yesterday with very little in the way of data comments to really get our...
revansfx
Feb 9, 20222 min read
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Currencies take a breather
Good morning Currency markets were pretty quiet but bonds have been sold off, sending yields higher with the US10 year yield now at...
revansfx
Feb 8, 20222 min read
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USD gains a little after solid US employment numbers
Good morning Stronger than expected US nonfarm payroll numbers Friday saw a headline of +467k, expected 165k, with revisions higher to...
revansfx
Feb 7, 20223 min read
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BoE raise rates, but hawkish ECB rattle markets
Good morning Some pretty big moves in the majors yesterday, first it was GBP that looked like it would be king after BoE lifted rates by...
revansfx
Feb 4, 20223 min read
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UK likely to see higher interest rates and energy bills today
Good morning A busier calendar today, highlights being BOE and ECB rate announcements. The BoE are expected to increase rates 25bps...
revansfx
Feb 3, 20222 min read
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EU inflation numbers likely to be highlight today
Good morning US dollar remains under a bit of pressure against other majors as Fed officials seem to push back on the idea of a 50bps...
revansfx
Feb 2, 20222 min read
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Boris remains....for now
Good morning February has started with USD slightly on the back foot, some Fed officials with less hawkish comments. They are not moving...
revansfx
Feb 1, 20222 min read
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Harder, Cuthbert!
Good morning US Q4 GDP surpassed estimates yesterday coming in at 6.9% from an expected 5.5%. US dollar continued to trade firm since...
revansfx
Jan 28, 20222 min read
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Sooner and faster
Good morning The Fed kept policy unchanged yesterday but Powells comment that tightening could come sooner and faster than may have been...
revansfx
Jan 27, 20223 min read
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Waiting for Sue Gray report, FOMC rate announcement later this evening
Good morning EU equities made back some earlier losses yesterday, while US and Asian markets are generally lower but not as negative as...
revansfx
Jan 26, 20222 min read
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Russian troop build-up continues to dominate headlines
Good morning European stocks fell sharply yesterday, led by fears of a Russian invasion of Ukraine. Russian troops reported to now be in...
revansfx
Jan 25, 20222 min read
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Eyes on Russia/Ukraine as US look to place troops in Eastern Europe
Good morning US and UK have ordered staff and/or their families to leave Ukraine amid warnings of an invasion by Russia. There hasn’t...
revansfx
Jan 24, 20222 min read
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Markets shaken by potential for rate rises
Good morning Not a great time for stocks, the likelihood of higher rates taking its toll on equity markets. US dollar is up, and crypto...
revansfx
Jan 21, 20222 min read
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GBP holds gains as inflation firms
Good morning I’m back after a very pleasant day or so out of the office meeting clients, one of my favourite pastimes. Can’t say much...
revansfx
Jan 20, 20223 min read
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UK employment numbers keep pressure on BoE to raise rates
Good morning US markets were closed yesterday but that didn’t stop US 10 year yields ticking higher to 1.85% on interest rate talk. Four...
revansfx
Jan 18, 20223 min read
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Divergence in US/China rates
Good morning US dollar at last made back a little of its recent losses Friday, rate rise expectations driving the move with some talk Fed...
revansfx
Jan 17, 20223 min read
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BoJ talk of rate rises for first time since 2016
Good morning Fed officials continue to sound hawkish, Daly and Waller see three rate rises this year while Harker and Evans both think we...
revansfx
Jan 14, 20222 min read
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US dollar down despite rate rise expectations
Good morning US inflation was in line with expectations yesterday, the annual number coming in at 7%, the highest for nearly forty years...
revansfx
Jan 13, 20222 min read
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GBP holds gains, can Boris hold his job?
Good morning Feds Powell did confirm he is focussing on inflation which has proved more persistent than anticipated. A rate rise in June...
revansfx
Jan 12, 20222 min read
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GBP holds firm on rate rise expectations
Good morning Market is certainly pricing in rate rises from US and further rises from UK with many thinking Fed in particular are falling...
revansfx
Jan 11, 20222 min read
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