1. 20 Apr, 2018

    Avalanche in UK retail sales

    UK retail sales figures were weaker than expected in March with headline sales falling 1.2% m/m against a consensus of -0.6% (Investec -1.2%).

  2. 19 Apr, 2018

    Inflation… to 2% and beyond?

    The big news yesterday came as figures from the Office for National Statistics (ONS) showed that CPI inflation had eased to a one-year low of 2.5% in March from 2.7% in February.

  3. 18 Apr, 2018

    UK unemployment hts record low

    UK figures published yesterday morning pointed to a further tightening in labour market conditions overall.

  4. 13 Apr, 2018

    Dovish ECB minutes push the Euro to year lows

    Yesterday saw the release of the European Central Bank’s March meeting minutes (say that quickly!)

  5. 09 Apr, 2018

    Markets breathed a sigh of relief

    President Trump’s trade policy towards China continues to throw up surprises. Markets breathed a sigh of relief in the middle of last week after conciliatory words from the White House’s National Economic Council Director, Larry Kudlow.

  6. 06 Apr, 2018

    Trade war continues!

    Just before midnight last night (UK time) President Trump announced that he had ordered his chief trade negotiator to consider imposing tariffs on an additional $100bn of Chinese products, in another unhelpful escalation of the trade war with China.

  7. 05 Apr, 2018

    China respond with tariffs, but is it a done deal?

    Wall Street overturned early losses of yesterday to close up, with the S&P 500 ending 1.2% higher.

  8. 04 Apr, 2018

    Copper has recovered strongly

    With the UK week significantly shortened by the long Easter weekend, US equities traded down sharply on Monday amid continuing trade war concerns, and as tech stocks were under pressure amidst fears of rising political, regulatory and market challenges that could hinder the US tech industry’s growth.

  9. 04 Apr, 2018

    New day, new set of tariffs

    Last night the US published a proposed list of tariffs which would hit $50bn worth of Chinese imports, much of the list consists of technology goods in response to what the US sees as infringement of US intellectual property, although in total the list contains 1300 products.

  10. 03 Apr, 2018

    Brent sharply down

    Mayhem in equity markets continued over the bank holiday weekend as the S&P 500 broke through its 200-day average for the first time since 2016.