Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

UK

UK Disinflation Trend And Labor Softening Boosts Bullish Gilts Case…

In this FX note, we provide a rationale for why it is important to pay attention to technical indicators, while still keeping your eyeball on the structural factors that drive currencies. This report answers the following questions: 1. Should you buy or sell the USD over a three-to-six month period from the pure lens of our proven technical indicators and 2. What are the best tactical cross trades among currencies. 

UK: Falling Payrolls, Softer Wages Bolster Gilts’ Bull Case…
European equities will face a clash of powerful forces this summer. Expect sharp swings and false breaks, creating an ideal terrain for nimble traders but a minefield for buy-and-hold investors seeking steady gains.Within this backdrop, our stance remains unchanged: stay long value, short growth.…
British Consumers Are Giving The BoE A Headache…
UK: Jump In Inflation Transitory Too…

The easing bias remains, but not all central banks are equal. This Central Bank Monitor update reveals who is ready to cut more and who is still pretending not to.

Rate cuts, recession risks, and relative value. This report unpacks how the BoE, Riksbank, and Norges Bank are reacting to global trade turmoil and where the opportunities lie.

A BoE Hawkish Cut A BoE…