Send a text Inflation will dominate the market theme again in the coming week as, after the United States, it will be the turn of others to face their inflation demons. With the risk of recession growing by the day but not a lot changing with the inflation dynamics, UK CPI figures will attract the most attention, while a modest pickup in Japan is unlikely to ... Show More
Yesterday
Dollar takes a breather while oil ignores Trump proposal
Send a textMiddle East newsflow monopolizes market moves; oil rally persists. Dollar rally pauses, potentially opening the door to a small risk-on reaction. Gold volatility spikes after $380 swing, as buyers enter at the $5,000 level. Key US data release today; dollar/yen rally p ... Show More
4m 35s
Mar 3
Dollar gains as risk-off reaction deepens
Send a textRisk appetite takes another hit; dollar rally gathers pace. Strangely, golddrops and US yields rise, as investors prefer to remain liquid. Worriesabout a prolonged military operation intensify; European equities suffer.Rich Fedspeak today, but all eyes remain on oil pr ... Show More
4m 59s
<p>There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More
