A tariff ultimatum, nervous central banks and heavy data flow
The UK data calendar accelerates this week, and the volume of releases may generate more noise than clarity.
The UK data calendar accelerates this week, and the volume of releases may generate more noise than clarity.
Fed investigation adds uncertainty for USD as Euro Area confidence and UK activity data shape market sentiment this week.
Explore key market themes as 2026 begins: UK growth concerns, US payrolls, Euro Area inflation, and FX trends across CAD and MXN
UK economic data closed last week on a disappointing note. October activity figures confirmed another month of contraction, with GDP down 0.1% month-on-month.
The Federal Reserve’s policy decision on Wednesday is the week’s main event. Most forecasters anticipate a 25-basis-point reduction in the Fed Funds target range to an...
The aftermath of last week’s Budget is still unfolding. Several claims made by the government are now under scrutiny, with weekend reports questioning...
The UK Budget will be released on Wednesday, following intense speculation about its contents. Recent data offered a mixed...
Over the weekend, speculation emerged regarding potential property tax increases, including a surcharge on higher-value homes within...
Reports of widespread delays and cancellations at US airports highlight the growing impact of the government shutdown. If the disruption extends to...