Market commentary

No surprises from the Fed

Mint - Blain's Morning Porridge No surprises from the US Federal Reserve last night. Unchanged rate talk and hints about reducing the balance sheet "relatively soon". We can go figure what "relatively" means when inflation picks up. The stock market soared and VIX tumbled to a...
UK growth still sluggish

Ongoing imbalances, the squeeze on households and weak growth should stop the Bank of England (BoE) from hiking rates any time soon, comments Schroders' Senior European Economist, Azad Zangana. The latest figures from the Office for National Statistics show the UK economy saw a small pick-up in GDP...
Fed to be more hawkish than justified?

As the latest FOMC (Federal Open Market Committee) meeting takes place, Jean-Paul Jaegers, senior investment specialist at PPMG, offers his thoughts. "A lot has been written on the recent softness in US inflation data, as headline inflation pulled back, with a similar trend in core inflation....
Subtle shifts in direction

Mint - Blain's Morning Porridge Apologies for lack of comment yesterday, but my computer decided to auto-destruct just as I was about to send it out. Despite many reports saying markets are now in full holiday season, there's still plenty of serious stuff still going on, and some subtle shifts in...
Whatever happened to hawkish panic?


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