Category: Morning Report

Happy Friday!! A quiet end to the week, unless you’re Elon Musk🤢. With markets pricing in an 80% chance of one more rate hike, what will happen after that, with the markets pricing in cuts we think they could be wrong!

Markets are scared of inflation again as we brace for more hikes on both sides of the Atlantic, things are winding up for economic storms ahead

Strong inflation numbers out of the UK and Eurozone have sent stock markets lower, with some major earning coming out later, investors are definitely on the defensive

Not much going on overnight, but great numbers out of China is helping support the equity markets in Europe and the US, while the focus still remains, what will the Fed do next?

Quiet start to the week with nothing much moving as we contemplate one more hike from the Fed to take us over 5%, can we handle that?

Relief that inflation may finally be being tamed won over recessionary alarmism as weaker than expected PPI indicated that the Fed may about to call time on their hiking cycle

CPI was weaker but inflation remains stubbornly high, so what will the FED do? We have PPI out today so that may help us find out

Welcome back from the Easter break, a few Fed speakers but eyes will be on the CPI tomorrow

It’s Friday and in this mornings report Koko and I discuss what is happening today in the market. All is good and have a great weekend!