Markets enter 2026 with mixed signals: Geopolitical shifts, labour data, and policy uncertainty
Explore key market themes as 2026 begins: UK growth concerns, US payrolls, Euro Area inflation, and FX trends across CAD and MXN
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Daily Market Pulse
Economic Update 05 Jan 2026 6 minute read
Economic Update 15 Dec 2025 5 minute read
Fed rate cut sparks uncertainty as markets await jobs and inflation data
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.
Economic Update 08 Dec 2025 5 minute read
ECB confidence meets Eurozone fragility
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...
Economic Update 01 Dec 2025 6 minute read
Markets weigh mixed signals as data and politics collide
The aftermath of last week’s Budget is still unfolding. Several claims made by the government are now under scrutiny, with weekend reports questioning...
Economic Update 24 Nov 2025 6 minute read
All eyes on Westminster as Budget steals the spotlight
The UK Budget will be released on Wednesday, following intense speculation about its contents. Recent data offered a mixed...
Economic Update 17 Nov 2025 6 minute read
Markets brace for a week of data surprises - will sterling steal the spotlight?
Over the weekend, speculation emerged regarding potential property tax increases, including a surcharge on higher-value homes within...
Economic Update 10 Nov 2025 6 minute read
US Senate Passes Temporary Funding Bill to Avert Shutdown — But January Deadline Looms
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.
Economic Update 03 Nov 2025 5 minute read
Shutdown squeezes US data flow while dollar stays firm
Reports of widespread delays and cancellations at US airports highlight the growing impact of the government shutdown. If the disruption extends to...
Economic Update 27 Oct 2025 6 minute read
Retail shines but budget gaps and weak orders cloud the outlook
Last week’s UK data releases painted a mixed picture. September retail sales surprised to the upside, rising 0.5% month-on-month, reportedly driven by...
