Markets decline on US interest rate concerns Date Wednesday, February 19, 2025 - 10:22 PM Description Federal Reserve minutes show central bankers’ uncertainty over pace and timing of cuts
Markets hit by Macron gamble on French elections Date Monday, June 10, 2024 - 11:14 AM Description Finance minister dubs snap poll ‘most consequential’ in history of Fifth Republic
Markets ignore the internal politics of central banks at their peril Date Thursday, June 20, 2024 - 11:01 AM Description There are significant institutional constraints on the Fed and the ECB’s room for manoeuvre
Markets in 2024: Investors bet on déjà vu all over again Date Friday, November 24, 2023 - 10:00 PM Description The consensus forecast is a mild US recession with bonds becoming more attractive
Markets keep calm despite global tensions Date Thursday, October 03, 2024 - 10:01 PM Description Investor confidence is proving to be very hard to shake
Markets look for shreds of optimism as French voters face ‘invidious’ choice Date Monday, July 01, 2024 - 11:15 AM Description Also in this newsletter: Trump ‘immune’ for official acts as president, drug traffickers’ bank of choice, Meta in EU crosshairs
Markets may be underestimating how much inflation will fall this year Date Tuesday, February 11, 2025 - 10:00 PM Description It is not just tariffs that might affect growth but also trade uncertainty and the effects of the Trump policy agenda
Markets might not have a hold on Trump Date Thursday, March 06, 2025 - 11:30 PM Description And the vibes ahead of today’s jobs report
Markets must stop comparing the UK and the US Date Wednesday, April 10, 2024 - 10:00 PM Description Inflation persistence is a greater threat for the former than the latter — and rates cuts are a way off
Markets reassess ‘Trump trades’ after Joe Biden withdraws from race Date Monday, July 22, 2024 - 9:41 AM Description Some wagers associated with a Donald Trump election victory suffer setback