Market Overview

The Swedish krona has seen some terrible weeks (while many of us have had a well-deserved vacation), with EUR/SEK revisiting post-Brexit peaks of around 9.60. It is not entirely clear why.We argue...

The Bank of England owns today, though tomorrow will be about the US jobs report. The BOE disappointed the market last month by not immediately responding to the UK referendum. It had laid out a...

NZD/USD Today’s support: - 0.7138 and 0.7110 (main), where correction is possible. Break would give 0.7089, where correction also may be. Then follows 0.7060. Break of the latter would result in...

Has Santa Claus seen enough?If you’re an economist then you get a fair few extra Christmas mornings above and beyond the usual one on December 25th. Today is one of them with the publication of...

Sterling is maintaining this week's recovery against other major currencies as markets await BoE rate decision. We expect BOE to cut the Bank rate, by -25 bps, to 0.25% in August, followed by further...

It’s been six weeks since the UK voted to leave the EU, and today we’re likely to get the first response to the vote, with the Bank of England widely expected to announce fresh stimulus...

CurrenciesEUR/USD – has dropped significantly for no real fundamental reason. The data out of the US was positive, but didn’t warrant such a strong move, but as we have moved up quite...

The collapse of asset inflation will implode all the fiscal and financial promises based on ever-inflating assets.Yesterday I explained why Revealing the Real Rate of Inflation Would Crash the System....

The previous decade’s financial crisis did not begin in earnest until 2008. Bear Stearns. Lehman Brothers. AIG. And yet, the warning signs had appeared long beforehand.Real estate sales had...

Markets hesitant as we await the Bank of EnglandThe greenback is up this morning across the board (albeit with little conviction) as we await the Bank of England’s key rate decision tomorrow....

High government debt no longer rules out fiscal policy easing, as EU member states and authorities are now paying more attention to counter-cyclical fiscal policy than fiscal sustainability...

We expect the Bank of England (BoE) to announce a substantial easing package on Thursday, including a 25bp rate cut, GBP75bn of additional asset purchases and adjustments of its Funding for Lending...

It’s been another mixed start to trading in Europe and the U.S. is looking to open in a similar fashion on Wednesday, as investors eye what should be quite an active end of the week.It would...

The prospects for precious metals remain attractive, as we believe the initial move lower in the dollar this year sets up a much larger breakdown headed into Q4 and 2017. Historically, the dollar...