9th August 2022

Espresso Morning Call: Markets steady, US CPI on the horizon

With a quiet economic calendar for the early part of the week, traders are holding their cards close (...)

8th August 2022

USD rally threatens to take hold once more

With US Treasury yields moving higher once more the outlook for USD has improved. We look at what th (...)

8th August 2022

Espresso Morning Call: Risk positive open as USD slips back

Despite the hawkish Fed implications of the Nonfarm Payrolls report and FOMC speakers, risk appetite (...)

8th August 2022

Week Ahead: US CPI dominates with inflation in focus

It may be a quieter week on the economic calendar but US CPI inflation looms large. We consider the (...)

5th August 2022

Espresso Morning Call: Caution ahead of Nonfarm Payrolls

There is a sense of consolidation setting in for major markets ahead of another crucial Nonfarm Payr (...)

4th August 2022

GBP falls despite 50bps hike as BoE predicts long recession

The Bank of England has hiked its Base Rate by 50 basis points. However, a set of worrying economic (...)

3rd August 2022

The landscape has changed for indices as recoveries develop

The conditions are in place for further recovery in indices. Declining real yields and a continued U (...)

3rd August 2022

Espresso Morning Call: Markets settle, USD weakens again

After yesterday’s cautious moves as market participants worried over the geopolitical implications o (...)

2nd August 2022

Espresso Morning Call: A bias to safety on geopolitical risk

There has been a move towards safe haven assets this morning as geopolitical risk factors take hold. (...)

1st August 2022

Conditions are now set up to drive a recovery in gold

Last week’s Fed meeting has changed the landscape for gold. The conditions are now set up to enable (...)

1st August 2022

Week Ahead: Nonfarm Payrolls and more rate hikes ahead

After the Federal Reserve has recently turned data-dependent, this adds significant importance to US (...)

28th July 2022

Espresso Morning Call: USD weakens on dovish FOMC, GDP eyed

Despite the Fed confirming a 75bps rate hike, the USD has weakened. Viewed as a dovish hike there ha (...)