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GBP loses ground as BoEs Mann talks of weaker demand, softer employment
Good morning  All fairly quiet yesterday as we’d expected with a limited economic calendar, USD strength has been the main theme but GBP...
revansfx
Feb 113 min read
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USD up after US nonfarms, more Trump tariff talk
Good morning  Fridays US nonfarm payrolls numbers sent the markets on a bit of a wild ride, the USD first weakening on the lower than...
revansfx
Feb 104 min read
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BoE's Mann surprises in voting for a 50bps rate cut
Good morning  The Bank of England did cut rates by 25bps to 4.5% yesterday, a change that was widely expected. What hadn’t been...
revansfx
Feb 73 min read
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Eyes turn to BoE, how many members will vote for a 25bps cut
Good morning  More USD weakness for much if the day yesterday, GBPUSD reached a heady 1.2550 in the morning although the pair did drift...
revansfx
Feb 63 min read
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USD continues to look soft as Trump takes foot off tariff pedal for now
Good morning  Yesterdays US JOLTS job report came out on the weaker side of expectations which helped push USD lower. This particular...
revansfx
Feb 54 min read
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Trump tariff pause settles markets back to where they started...for now...
Good morning  Quite day yesterday, USD pushing higher on the Trump tariff talk over the weekend, only to reverse much of the moves after...
revansfx
Feb 43 min read
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Trump's tariffs send USD higher, equities lower
Good morning  The introduction of US trade tariffs over the weekend has sent the US dollar marching higher. With Mexico and Canada hit...
revansfx
Feb 34 min read
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Trump's tariffs could upset the calm into month-end
Good morning  Month end is here.  January always feels like a long month to me but if anything I think this one has gone pretty quickly....
revansfx
Jan 313 min read
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Fed leaves rates unchanged, BoC cuts 25bps, ECB likely to cut today
Good morning  All was pretty much as expected yesterday, Fed kept rates unchanged at 4.5% while BoC cut rates 25bps to 3%. USDCAD...
revansfx
Jan 303 min read
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Equity markets see losses on DeepSeek news, currencies watching Trump tariff talk
Good morning  Nvidia shares fell sharply yesterday, along with other tech firms, as the Chinese firm DeepSeek put a question mark over...
revansfx
Jan 283 min read
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GBP catches a bid, markets await FOMC, ECB and BoC rate announcements this week
Good morning  Some weaker US PMI and sentiment data late last week sent the US dollar lower with GBPUSD hitting 1.2500 and EURUSD...
revansfx
Jan 272 min read
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USD weakness continues as Trump downplays China tariffs
Good morning  The USD weakness theme continues, this time helped along by Trump who is demanding Fed’s Powell cuts rates, suggesting he...
revansfx
Jan 242 min read
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Currency markets show signs of stability but interest rate uncertainty could drive volatility
Good morning  All in all the currency markets were pretty stable yesterday, GBPUSD did reach as high as 1.2375 in the morning but...
revansfx
Jan 232 min read
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USD weakness persists as markets watch Trump
Good morning  We saw some renewed USD weakness take hold yesterday afternoon which helped push GBPUSD up from 1.2230 to a high of 1.2360...
revansfx
Jan 222 min read
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Markets watching Trump's next moves
Good morning  The US dollar softened yesterday as one of Trumps officials confirmed tariffs would not be fully introduced on day one,...
revansfx
Jan 212 min read
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GBP hits five month lows against EUR
Good morning  A couple of pretty big events taking place, the first being the ceasefire between Israel and Hamas which has seen both...
revansfx
Jan 202 min read
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GBP falls on weak UK retail sales data
Good morning  US retail sales were mixed yesterday with a lower than expected headline partly offset by a revision higher to the...
revansfx
Jan 172 min read
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GBP unable to hold post-US CPI gains
Good morning  US inflation yesterday came in pretty much in line with expectations, indeed the core reading was actually a touch lower...
revansfx
Jan 163 min read
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UK inflation offers a little hope, next up US CPI
Good morning  UK inflation this morning offered a welcome relief, coming in lower than expected with headline CPI at 2.5% and core at...
revansfx
Jan 153 min read
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US gradual tariff talk gives GBPUSD brief respite
Good morning  A quiet day yesterday as I’d expected, I’m pleased to say that for the time being my concerns over further GBP falls have...
revansfx
Jan 142 min read
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