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Holly Thompson

  • Belt up for global flash PMIs

    Belt up for global flash PMIs

    Best run since 2014. BoE pause bashes pound. ECB hitting the euro with dovish talk.

    September 22, 2023
  • Hawkish Fed supports USD, pound falls as BoE holds

    Hawkish Fed supports USD, pound falls as BoE holds

    Fed has confirmed the higher for longer narrative. Pound drops as BoE unexpectedly halts run of rate hikes. ECB now expected to lead the easing cycle.

    September 21, 2023
  • Hawkish Fed supports USD, will BoE hike or not?

    Hawkish Fed supports USD, will BoE hike or not?

    Fed has confirmed the higher for longer narrative. Pound softens before BoE coin toss. ECB now expected to lead the easing cycle.

    September 21, 2023
  • Inflation surprises jolt markets before Fed

    Inflation surprises jolt markets before Fed

    Sterling slides after cooling inflation data. Fed communication key for the dollar. Canadian dollar leaps after hot inflation data.

    September 20, 2023
  • Sterling struggles into central bank meetings

    Sterling struggles into central bank meetings

    Pound pressured before inflation test. Hawkish hold to support dollar? ECB struggling to communicate its message.

    September 19, 2023
  • Big week of central bank decisions ahead

    Big week of central bank decisions ahead

    Strong data, high yields, attractive dollar. ECB hikes against all odds. BoE hike could be its last.

    September 18, 2023
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