Stuart Thomson
Stuart Thomson
effect fed given hurricane interest pause raising
Given the uncertainty of the effect the hurricane may have on the economy, the Fed may take a pause in raising interest rates.
economy-and-economics good power tried
They are big on zealous regulation, but they are not good at real economics. They have the power to make micro improvements to the economy, but they haven't even tried it.
attractive bonds confirm data determined economic european helping market raise rates stronger
The ECB is determined to raise rates and the stronger economic data is helping to confirm those plans. European bonds are not the most attractive market at the moment.
bullish europe higher inflation medium oil strip
Strip out higher oil prices, and Europe doesn't have an inflation problem. We're still bullish for the medium term.
bank believe cut data investors leaves persuade weaker
U.K. data has been weaker than expected, but investors don't believe this will be enough to persuade the bank to cut rates. This leaves gilts vulnerable.