Next Fed Chair: Key Candidates and What Powell’s Successor Means for Markets
As Jerome Powell’s term nears its end, discover who could become the next Fed Chair and what their policy outlook may mean for financial markets.
October 2025 UK Inflation: The Peak Has Passed
This morning's UK inflation figures pointed to price pressures having eased as the economy moved further into autumn, reinforcing expectations that September will likely mark this cycle's inflation peak.
S&P 500 loses momentum as sentiment turns - what traders need to know
Stocks have started to wobble in recent sessions, with the S&P 500 now down 4% from the late-October highs, and equity enthusiasm having begun to notably wane. That calls for a deep-dive into the bull case vs. the bear case.
Preview For The September 2025 US Jobs Report: Take Two
The long-delayed September US labour market report will finally be released this Thursday, 20th November. While somewhat stale, the figures will still be closely watched, particularly considering the hawkish turn that recent Fedspeak has taken, casting some doubt on the idea of a December rate cut.
A Trader's Weekly Playbook: Key Market Risks, Nvidia Earnings & US Nonfarm Payrolls
Get the Trader’s Week Ahead Playbook covering key market risks, Nvidia earnings, US payrolls, UK gilt volatility, central bank expectations, and the major global data releases driving the S&P 500, Nasdaq 100 and FX markets this week.
Q3 25 UK GDP: A Dismal Quarter With Worse Still To Come
This morning's UK GDP data pointed to growth having remained incredibly anaemic in the three months to September.
Intervention Risk Remains Limited Despite Further JPY Slide
There’s been plenty of speculation in recent sessions, as there periodically tends to be whenever the JPY weakens, about the potential for the Ministry of Finance to monetarily intervene, and prop up the value of the currency. While verbal jawboning continues, unilateral intervention doesn’t appear especially likely at this juncture.
September 2025 UK Jobs Report: Ugly Data As Material Weakness Continues
This morning's UK labour market data pointed to a further margin of slack having emerged as summer drew to a close.
Light At The End Of The Government Shutdown Tunnel
After over 40 days of stalemate on Capitol Hill, the weekend has brought what amounts to the first glimmers of light at the end of the tunnel, with bipartisan negotiations having seemingly reached a deal to bring the longest US government shutdown on record to a close.
A Trader’s Weekly Playbook: Key Market Drivers, Fed Rate Risks & Gold Momentum
Track the top market themes driving the week — US shutdown talks, Fed rate risks, AI stock rotation, credit spreads, and gold’s breakout above $4000.
November 2025 BoE Review: The ‘Old Lady’ Skips Amid Division On Threadneedle Street
As expected, the Bank of England’s Monetary Policy Committee held Bank Rate steady at the conclusion of the November meeting, though policymakers were again divided on the appropriate course of policy action.
Supreme Court Tariff Ruling Could Trigger Market Volatility as Traders Brace for IEEPA Decision
Markets have focused intently on the Supreme Court hearing and the forthcoming ruling on Trump’s use of IEEPA tariffs — a case that could potentially reshape U.S. trade policy, alter deficit projections, and inject a degree of uncertainty and volatility into global markets.
The USD in Its Best Form of 2025 – DXY Tests the 200-Day Moving Average
The US dollar extends its best run of 2026, with the DXY testing the 200-day moving average. Traders eye Fed policy shifts, strong US growth, and global FX headwinds.
Fed on course for further cuts as labour market stagnates
Muted jobs growth and contained wage pressures keep the FOMC on a dovish path, with markets expecting another Fed rate cut before year-end.
Gold Outlook: Triple Headwinds Keep Prices Under Pressure
Gold faces persistent downside pressure as safe-haven demand cools, China’s tax reform lifts domestic costs, and the Fed’s hawkish stance dampens rate-cut hopes. Short-term bias remains bearish, with focus shifting to U.S. jobs and services PMI data this week.
A Traders' Playbook: Fed Ends QT, USD Rallies, and Traders Eye US Labour Markets and BoE Risk
Traders refocus as the Fed ends QT, the DXY surges toward 100, OPEC+ pauses output hikes, and the BoE meeting looms as the key risk for markets this week.
Why the S&P 500 and Nasdaq 100 rally supports a stronger US equity outlook
It has undoubtedly been a very solid year indeed for equities, across the globe, with the early-April wobble around ‘Liberation Day’ now feeling like little more than a distant memory. With just two months of 2025 left to run, the S&P trades around 16% higher, with the tech-heavy Nasdaq 100 up an even chunkier 22%.
Amazon Surges 10% After Earnings: AWS Rebound & AI Bets Drive Big Growth
Amazon’s Q3 earnings beat expectations, with AWS growth rebounding to around 20%, retail and advertising remaining solid, and AI infrastructure investments exceeding $100 billion, boosting market confidence. Shares jumped over 10% post-market, driven by strong results and capital spending, while long-term returns will hinge on in-house chip development and order fulfillment.