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GBP remains firm, tests high vs EUR
Good morning In a bit of a repeat of last months release, the headline nonfarm payroll number disappointed but the average hourly...
revansfx
Jan 10, 20223 min read
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Eyes down for EU inflation, US nonfarm payrolls
Good morning Global stocks generally subdued while US 10 year yields push up to 1.73%, very close to the highs we say back in March 2021....
revansfx
Jan 7, 20223 min read
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No love for Djokovic in Australia
Good morning US equities fell yesterday, with tech stocks hit harder than most as Fed minutes came across as more hawkish than expected. ...
revansfx
Jan 6, 20222 min read
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Strong start to 2022 for GBP
Good morning Equities a little mixed by the US close and in Asian markets overnight, tech stocks being hit the most. GBP remains a clear...
revansfx
Jan 5, 20222 min read
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Welcome to 2022
Good morning Welcome to the first report of 2022. I hope you all had wonderful Christmas and New Year celebrations and are returning to...
revansfx
Jan 4, 20223 min read
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End of year message from RAM
We are approaching the end of 2021 and although we remain firmly open for business, it is around this time that I usually give myself,...
revansfx
Dec 22, 20214 min read
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Does 'no presents' really mean no presents?
Good morning Risk sentiment seems to have made a turn for the better although quite what has driven this I really don’t know. The same...
revansfx
Dec 22, 20212 min read
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TRY a little harder
Good morning At this time of year I always wonder whether I’ll fine anything of interest to write about. Ok I can be as doomy and gloomy...
revansfx
Dec 21, 20212 min read
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Covid cases higher, markets lower
Good morning Lord Frost has resigned from his post as Brexit negotiator which I have to say came as something of a surprise. His...
revansfx
Dec 20, 20213 min read
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GBP gains limited after BoE rate rise
Good morning Bank of England raised rates by 15bps to 25bps, the first major central bank to do so since the pandemic started. It did...
revansfx
Dec 17, 20213 min read
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Eyes now on BoE and ECB after FOMC yesterday
Good morning FOMC did indeed increase the speed of tapering as expected, to be completed by mid-March, while the dot plot now suggests...
revansfx
Dec 16, 20213 min read
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Markets await FOMC
Good morning The UK government did manage to get its Covid passports votes through despite 100 or so Tory MPs voting against it. It was...
revansfx
Dec 15, 20212 min read
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Isolate today or risk missing Christmas
Good morning A fairly quiet day in the currency markets yesterday and looking at the calendar we could be in for more of the same today...
revansfx
Dec 14, 20213 min read
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All eyes on central banks this week
Good morning US inflation came out in line with expectations Friday. USD actually weakened on the release, it would seem that...
revansfx
Dec 13, 20213 min read
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US inflation data today, Fed to increase pace of tapering next week
Good morning UK data this morning was certainly at the weaker end of expectations, with GDP and industrial production both missing the...
revansfx
Dec 10, 20213 min read
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GBP remains under pressure on possible rate rise delays
Good morning UK PM Johnson announced ‘Plan B’ yesterday with some additional restrictions to stop the spread of Covid in England. As I...
revansfx
Dec 9, 20213 min read
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If William Shakespeare was the second, who was the first?
Good morning Global equities made strong gains yesterday fuelled by the idea that Omicron, while highly transmissible, may not lead to...
revansfx
Dec 8, 20213 min read
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Sentiment up as Omicron fears subside
Good morning UK Health minister Javid made a statement on Omicron yesterday, confirming that the variant was now in community...
revansfx
Dec 7, 20213 min read
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GBP struggling as Omicron may delay BoE rate rise
Good morning US nonfarm headline came in weaker than expected at +210k although an unemployment rate of 4.2% against 4.5% expected seemed...
revansfx
Dec 6, 20213 min read
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USD up ahead of US employment numbers
Good morning US stocks ended higher yesterday and Asian markets followed suit. It seems to me that the Omicron variant, although...
revansfx
Dec 3, 20213 min read
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