Jason Martin's Opinion & Analysis
A complete archive of Jason Martin's articles, including current analysis & opinion.
Pound surges on misguided headlines
Exaggerated euphoria is nothing new
Expect sterling volatility up until the final handshake
Don't be fooled by the sudden euphoria in FX markets yesterday...
Fed clearly leads the global pace of policy normalization despite Trump 'displeasure'
BoE wary of Brexit crash forcing it to slam on the brakes
ECB coasting in neutral
BoJ stuck in pit for...
Brexit negotiations remain unsettled as final deadline moves closer
British and multinational companies escalating calls for clarity
Can UK politicians agree on what they want
With hard Brexit...
Markets consider a rate hike off the table, look for hints about August
Policymakers expected to confirm weak Q1 growth was temporary
May be slight upside risk for a more hawkish vote
BoE Governor...
Volatility surrounding the possibility of four rate hikes in 2018 has been escalating
A shift in one Fed member’s forecast from three to four will alter the median outlook
Recent trade tensions...
European political uncertainty spiked volatility in sovereign bond markets and the euro
Hawkish emerging market monetary policy attempts to alleviate local FX havoc and inflationary concerns
Chances...
Europe’s exemption from U.S. metal tariffs ends Friday
EU insists on ‘unconditional exemption’ as it preps retaliation
Quotas on European exports could be the only...
Last week the US re-instituted economic sanctions against Iran
Secondary sanctions against European firms doing business in Iran could cost billions.
Waivers or an EU legislative move would reduce...
Vehicle origin sticking point close to resolution
All three countries face political pressure to close a deal
Markets have seen little overall impact and are likely to close the book on...
With UK’s official exit from the EU just 1-year away, agreements are far from settled
Pound celebrates a slight decrease of uncertainty
Though some “preliminary agreements” were...