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Stronger UK inflation make a December rate cut less likely
Good morning  The snow didn’t last long but the temperatures remain low, overnight we hit minus numbers and it’s not going to get much...
revansfx
Nov 20, 20243 min read
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USD strength abates for now
Good morning  Its snowing! I know some areas had had it forecast but I don’t think it was expected to come this far south. Anyway, I...
revansfx
Nov 19, 20244 min read
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USD holds gains, this week brings inflation releases and PMIs
Good morning  I hope you had a great weekend. Have to say it was pretty decent, it was a lot warmer than I’d feared, with some sunny...
revansfx
Nov 18, 20243 min read
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Fed's Powell keeps USD near the week's highs on rate cut doubts
Good morning  Here we are, already in the middle of November. I just have no idea how this year is going by so quickly. Time flies...
revansfx
Nov 15, 20244 min read
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USD holds gains as Fed officials sound cautious on rate cuts
Good morning  A bit of an odd day yesterday, we had the US inflation numbers which were stronger than last month but in line with...
revansfx
Nov 14, 20244 min read
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USD holds gains ahead of US inflation data as market looks for fewer Fed rate cuts in 2025
Good morning  Yesterday morning was something of a non-event, a perfect time to get some admin finished. All was calm and quiet until...
revansfx
Nov 13, 20243 min read
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USD strength continues to dominate markets
Good morning  It was a reasonably quiet day yesterday as we’d expected given the US holiday. USD strength was the main theme,...
revansfx
Nov 12, 20244 min read
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GBP higher against EUR but USD trumping all for now
Good morning  They shall not grow old, as we that are left grow old Age shall not weary them, nor the years condemn At the going down of...
revansfx
Nov 11, 20243 min read
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UK and US each cut rates to 4.75% but expect US rates to fall at a faster pace from here
Good morning  Apologies if this arrives late, had some internet issues this morning.  Yesterday we had both UK and US rate...
revansfx
Nov 8, 20243 min read
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Reversal in USD as US stocks push higher. BoE and FOMC rate announcements today
Good morning  So Trump is the next US President, the US dollar pushed higher yesterday but actually by the close it had backed off and...
revansfx
Nov 7, 20243 min read
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USD up as Trump victory all but assured
Good morning  It was a fairly slow day in the markets yesterday up to the US close. GBPUSD traded broadly within a 1.2975 1.3015 range...
revansfx
Nov 6, 20243 min read
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US elections dominate Tuesday but uncertain when results will be known
Good morning  Remember, remember the 5th November, when they voted for Harris or Trump With no decent selection in this election, do we...
revansfx
Nov 5, 20244 min read
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Weak nonfarms send USD lower but US election promises to stir things up
Good morning  Fridays nonfarm payrolls were pretty shocking, the headline coming in at a mere +12k, some 100k less than expected, while...
revansfx
Nov 4, 20243 min read
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GBP recovers some of yesterdays losses, market awaits US nonfarm payrolls
Good morning, welcome to November  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the clock changes.  ...
revansfx
Nov 1, 20243 min read
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GBP holds up reasonably well as the markets try to make sense of the budget
Good morning  US GDP yesterday came in softer than expected with an annualised rate of 2.8% vs 3% that had beeen expected. However the...
revansfx
Oct 31, 20243 min read
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A packed calendar today including the UK budget
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
Oct 30, 20243 min read
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We've had the calm, will we get the storm?
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
Oct 29, 20243 min read
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Quiet calendar today, but a busy week ahead
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
Oct 28, 20243 min read
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Enjoy the relative calm, next week could be massive
Good morning  We had pretty tight ranges yesterday as the various PMIs came out broadly in line with expectations. EU were almost spot...
revansfx
Oct 25, 20243 min read
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BoC cuts 50bps as expected, PMIs form EU, UK and US in focus today
Good morning  BoC did indeed cut rates 50bps to 3.75% yesterday but CAD moves were somewhat muted. USDCAD ticked up to 1.3860 but...
revansfx
Oct 24, 20243 min read
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