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
The Fed’s 25-basis point cut was widely expected, but future easing remains unclear. Focus now shifts to November payrolls and CPI, with inflation risks and USD volatility in play.
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...
The US Senate has passed a short-term funding bill to prevent a government shutdown, extending operations until January. With full-year deals for agriculture and veterans’ affairs, uncertainty remains over long-term stability as political tensions simmer ahead of 2026.