Insights
27/09/2021
Pump Up the (traffic) Jams

Pretty much every car journey over the weekend had significant delays, either from queuing to get petrol or queuing…

23/09/2021
Fed Up-To Something

Last night The Federal Reserve finally let the world into one of the worst kept secrets…

22/09/2021
Kicking The CO2 Can Down The Road

The government has agreed a deal to re-open one of the two shuttered fertiliser plants that supply…

21/09/2021
A Winter of Discontent?

Energy costs are front and centre of all the papers this morning…

20/09/2021
Hot Air Rises, Like Gas Prices

The cost of gas is continuing to cause casualties amongst UK energy suppliers…

16/09/2021
Bojo's Busiest Day On The Job?

The big news overnight is that of a trilateral security pact between Australia…

15/09/2021
Inflation, Inflating

We haven’t spoken about inflation for all of five minutes, so we should probably start there…

08/09/2021
The Ultimate U-turn

Boris Johnson admitted that his proposed tax rises to fund health and social care were breaking a manifesto pledge…

06/09/2021
The End of Summer (and the sun decides to arrive!)

It’ll take two years for the UK to overcome the labour shortages that we’re currently experiencing…

01/09/2021
Midweek Round-Up

For the first time since July, OPEC+ meets today…

27/08/2021
Uncertain Times

We are experiencing typical market trepidation as we get closer to the Federal Reserve announcement from Fed Chair Powell at 2pm today…

25/08/2021
You Can't Always Get What You Want

From McDonald’s milkshakes to an extra few days in Afghanistan…

17/08/2021
100% Higher

What started as a slow day for markets ended with the S&P 500 hitting a rather significant milestone by the close of play…

09/08/2021
Monday Rundown

The summer news cycle has given oxygen to the story that Boris was considering demoting Rishi Sunak

06/08/2021
Wage Growth Surge Causes Bank of England Rethink

Despite UK unemployment numbers remaining well above their pre-pandemic levels, there is a growing problem…

04/08/2021
An Eclectic Mix

The Bank of England should stop the final £50bn of quantitative easing that it has planned and give a clear signal that it is taking inflation seriously…

28/07/2021
Winning Wednesday

It’s been a strong start to the day for Team GB with the men’s 4 x 200m relay team taking gold and coming within a whisker of a world record…

26/07/2021
School's Out, Where's Summer?

Friday saw the FTSE back above 7,000 whilst US markets closed at another record high…

23/07/2021
That Friday Feeling

The DUP have warned the Prime Minister that they’ll take matters into their own hands and unilaterally…

09/07/2021
UK Friday Focus

The UK economy is growing, largely being propped up by the hospitality sector, as retail sales, pubs and restaurants all were the major contributors to the…

08/07/2021
If Carlsberg Did Football...?

Productivity is expected to be lower in the UK this morning, following the nerve shredding 120 minute match with Denmark last night…

07/07/2021
Bills Bills Bills

The Office for Budget Responsibility has been crunching some numbers, which Rishi Sunak is…

06/07/2021
No Independence Delay

“Freedom Day” as Boris Johnson profoundly announced, is on the horizon, and it is nothing short of freedom…

05/07/2021
Independence Day

Later today, Prime Minister Boris Johnson is expected to announce England’s roadmap out of lockdown…

02/07/2021
Payrolls and Loads of Goals?

The government is going to be tested on one of its first post Brexit decisions on trade tariffs…

29/06/2021
Another Extension?

There seems to be an improvement in the Northern Ireland situation as we get towards the 11th hour of the expiry of the current grace period…

28/06/2021
Weekend Summary

A new week, but a similar news cycle by the looks of things: Angela Merkel is still trying to persuade other EU leaders that there should be a ban on UK holidaymakers entering the EU…

25/06/2021
Hold The Line

The Bank of England were unanimous in their position that rates in the UK are where they should be and only the…

23/06/2021
Another Sterling Performance

Productivity is expected to be lower this morning in England as the national team managed a 1-0 victory in a late starting game at Wembley…

21/06/2021
Fed-Express

Since the news from the Fed last week that interest rates are likely to rise at some point in 2023…

17/06/2021
Fed Up-beat on Economy

The federal reserve released its latest update on the condition of the US economy last night…

15/06/2021
Waiting Game

It wasn’t the news we wanted,  but the news we knew was coming…

11/06/2021
To Summit Up

In positive news,  poorer countries will begin to receive vaccines from the UK over the next few weeks…

09/06/2021
Mid-Week Summary

The UK and EU are set to meet today to discuss the Northern Ireland protocol…

07/06/2021
Minimum Tax, Maximum Loopholes?

The G7 meeting hasn’t even started yet,  but that hasn’t stopped the finance ministers getting their moment in the sun…

04/06/2021
To Farm, or to Non-Farm

The markets are facing another challenging US employment report…

01/06/2021
Weekend Summary

The news we couldn’t escape for most of the weekend was the ‘will they – won’t they’…

27/05/2021
Cummings and Goings

If there were ever a modern day version of history repeating itself,  Dominic ‘Guy Fawkes’ Cummings would be it…

26/05/2021
The Eagle Has Landed

The UK Government is ramping up their vaccine drive,  following a well document supply issue…

25/05/2021
Back-To-Normal Progress

The majority of financial column inches are given over to central bankers just about everywhere…

20/05/2021
Furlough to Fulltime

In a week where the US Government all but confirmed the existence of aliens…

19/05/2021
Times Are Changing

Brent dropped over 3% after reports began to emerge after progress was touted on a breakthrough in negations for the US and Iran Nuclear deal…

17/05/2021
Monday Madness

If last weeks payrolls numbers let the market down last week, yesterday’s inflation number more than made up for things…

13/05/2021
A Long Hot Summer (For Inflation at Least)

If last weeks payrolls numbers let the market down last week, yesterday’s inflation number more than made up for things…

11/05/2021
Phase Three Freedom

Stage three of the easing of restrictions is exactly as expected,  with indoor dining,  hotels, cinemas and other relatively close contact leisure pursuits (including hugging)…

06/05/2021
Oil and Gold, if you’re feeling bold

Joe Biden has signalled that he’s willing to remove intellectual property rights for covid vaccines…

05/05/2021
Confidence and Inflation: Both Rising, Both Here to Stay?

UK consumer confidence has hit its highest peak since the pandemic began…

29/04/2021
Brits Abroad

Spain has warned the UK that it will only allow Brits to holiday in the country this summer if the arrangement is reciprocal…

28/04/2021
Mid-Week Brief

Markets are pretty benign and have been for the majority of the week so far…

26/04/2021
Monday Madness

After a data heavy session on Friday, there was a lot of positives to take…

22/04/2021
Mid-Weeker

The UK economy is well on track for a roaring year of growth…

21/04/2021
Mid-Weeker

An impressive covid statistic to start the day…

20/04/2021
Climate Goals

‘Britcoin’ could be coming to a virtual wallet near you in the next few years…

19/04/2021
Monday Rundown

There’s been a big bitcoin sell-off over the weekend, with the risk-off sentiment…

15/04/2021
Quick Catchup

The OECD has suggested that the current stamp duty holiday should be made permanent and…

13/04/2021
Retail Therapy

Oxford Street and high streets across the nation were busier yesterday than at any other time since the start of the year…

09/04/2021
UK Headwinds

We start in Northern Ireland, where violence has continued for an eighth night…

07/04/2021
Risk On. For Now

We’re a few days into the new financial year and investors seem reasonably up…

01/04/2021
FY22 - And They're Off.

Risk was on as we closed out the month/quarter/financial year yesterday…

31/03/2021
EU Looks to Sputnik to Speed Up Rollout

European headlines are a slight cause for concern this morning…

29/03/2021
Weekend Summary

The Ever Given has been almost completely re-floated and will now be moved…

26/03/2021
DIY Saves Sales

Sterling caught a tailwind last night and headed higher…

24/03/2021
Mid-Week Movers

We saw risk come off in the markets yesterday, with equities lower and the dollar stronger…

23/03/2021
365 Days of Restrictions (and counting)

A Year Later…

22/03/2021
Let's Talk Turkey

The news that has the markets moving is that of Turkish President Erdogan sacking the head of the central bank…  

19/03/2021
War of Words

Talks between the US and China didn’t get off to a great start…  

18/03/2021
Global Relations

Markets waited patiently for the Fed last night and couldn’t really have asked for more…  

17/03/2021
Running Late (but just as great?)

The government passed the first hurdle of getting their crime bill across the line…  

16/03/2021
EU Goes Legal

It wasn’t the best of days for the Pound yesterday…  

11/03/2021
Inflation Fears Allayed, For Now

The US inflation number we spoke of yesterday came in low enough to keep investors happy…  

10/03/2021
EU Goes Legal

The action by the UK government to unilaterally extend the grace period in Northern Ireland has been met with…  

08/03/2021
Back To School

Biden’s bill passed the Senate over the weekend…  

05/03/2021
Markets Turned Off By Easy Money

The dust has settled on the budget from Wednesday and its safe to say that…  

03/03/2021
Today's Viewing: Holyrood followed by Westminster

It’s budget day today, but this might not be the political highlight…

01/03/2021
Spring has Sprung

Most of the UK financial coverage over the weekend is surrounding…

26/02/2021
Friday Feeling

It’s taken month end repositioning to stem Sterling’s rise and the turnaround…

24/02/2021
Mid-Weeker

With dates in everyone’s diaries for the end of restrictions, Rishi Sunak…

23/02/2021
British Bull Pounds On

Yesterday,  Prime Minister Boris Johnson illuminated the route out of lockdown…

22/02/2021
Monday Rundown

Road To Recovery

18/02/2021
Retail Therapy

When in Doubt… Go Shopping

16/02/2021
Tuesday, in Brief

The IFS has put a number on tax rises that they think the chancellor will have to implement…

15/02/2021
The Monday Rundown

Today is a good news day… Starting with the government…

12/02/2021
Year of the Ox

Andy Haldane, The Bank of England’s glass half full, thinks the economy is set for a massive…

11/02/2021
Singapore-upon-Thames, or Brussels-by-Sea?

It was a busy evening for reserve bankers with Both Andrew Bailey and Jerome Powell speaking

10/02/2021
Mid-Weeker

The EU want more time to ratify the Brexit deal…

08/02/2021
Weekend Summary

Bank of England governor Andrew Bailey spoke to the Observer over the weekend…

05/02/2021
That Friday Feeling

It was a win-win for Sterling yesterday…

03/02/2021
Drag-he Before the President

European politics and a strong word from the ECB seem to have got the better of the Euro…

01/02/2021
What Went Wrong

Political hardball went from zero to sixty very quickly on Friday

28/01/2021
Feel the Squeeze

The Federal Reserve, as expected, took a very dovish tone last night, as they committed to…

14/01/2021
Biden's Bailout Bonanza

Show Me The Money

13/01/2021
Another Historic Day in the Offing?

Freight costs to get goods in to the UK are soaring post Brexit

11/01/2021
Reality be Damned... We're High on Stimulus

To Infinity and Beyond

08/01/2021
That Friday Feeling

No Concern, Yet Still Relief?

07/01/2021
America Breaks

What Just Happened?

06/01/2021
Democrats: One Down, One to Go

Midnight Train to… Yep, You Guessed it.

05/01/2021
US Election: Ctrl ATL Repeat?

Georgia On My Mind

04/01/2021
2021. Under Starters Orders

And They’re Off…

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