18th March 2022

Espresso Morning Call: Sense of caution starting to edge in

As we approach the end of the week, major markets are starting to look more cautious.

17th March 2022

A “dovish” hike from a cautious Bank of England

The Bank of England has joined the Fed in hiking interest rates by +25bps. However, this looks to ha (...)

16th March 2022

Indices are recovering but barriers still need to be broken

Equity indices are rallying well amid signs of improved geopolitical prospects. These near-term rebo (...)

16th March 2022

Espresso Morning Call: Risk rallies on more realistic talks

President Zelensky has updated on the ongoing peace talks between Russia and Ukraine, noting that th (...)

15th March 2022

Commodities reverse sharply as correction gathers pace

The path of commodities has taken a dramatic turn lower. Geopolitics and China are key factors. The (...)

15th March 2022

Espresso Morning Call: Sentiment falls on US/China concerns

Sentiment has soured once more. Peace talks continue but it will be hard to find mutual ground, whil (...)

14th March 2022

Recent forex trends begin to reverse but USD remains strong

We believe that the USD is well-positioned to continue to perform well. If geopolitical tensions imp (...)

14th March 2022

Espresso Morning Call: European assets stronger on Monday

European assets are outperforming on Monday morning amid the supposed improved prospects in peace ta (...)

14th March 2022

Week Ahead: Three major central banks with the Fed in focus

A first Fed rate hike in three years will grab the headlines this week, but what about future increa (...)

11th March 2022

Espresso Morning Call: Markets starting to look more settled

After a volatile few days, there is a sense that market sentiment is starting to look more settled o (...)

10th March 2022

US inflation rises sharply again but in line with forecasts

US CPI inflation has increased sharply again, with headline levels now close to 8%. However, this wa (...)

10th March 2022

ECB with a slight hawkish lean but still very cautious

The ECB has come with a slight hawkish surprise in today’s monetary policy decision. However, the pr (...)