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Week Ahead
Last minute ceasefire for 2 weeks agreed between the US and Iran shortly before the President’s deadline; Hormuz reopened. Oil falls below $100. The March labour report was solid, with earnings…
Week Ahead
The war enters the fourth week, with no side relenting in its attacks against the other. Oil is just under $100 a barrel. Fear of added inflation reprice risk in credit…
Week Ahead
The war enters the third week, with no side relenting in its attacks against the other. Next week all major Central Banks will offer an assessment of the impact of high…
Week Ahead
The war between the US and Israel against Iran is taking centre stage: the US President says that it is ‘very complete, pretty much’. Oil shoots to $120 a barrel, before…
Week Ahead
Weak GDP, strong inflation (Core PCE Price Index), and the SCOTUS frame another volatile week. New 15% global tariffs by the US Administration get the world scrambling for answers and add…
Week Ahead
Another difficult week for Wall Street, even with a positive CPI. AI capex is back in focus, and the market at the moment sees only the expenses and not the returns,…
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