Inflation appears to be moderating, and the US jobs market remains resilient although perhaps showing some cracks. Mr Trump used the inflation data as a reason to justify "demanding that" the Fed slash the Fed Fund rate by 100bps. Trade policy continues to zigzag, with investors starting to mostly ignore the rhetoric coming from the administration. Stocks and bonds were better through Thursday, with gold higher and the greenback weaker. The Israeli bombing of Iran overnig

US markets responded favourably to new President Donald Trump’s first week in office, with bond yields holding steady and stock indices...

Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.

July ends a winning month for US and European equities and bonds, following a dismal 1H2022. Earnings supportive, economic data in line.

ECB shocks markets with a 50bps increases in rates, Italy in turmoil, PMI data weak, inflation rages, global equities and credit better WoW

Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!