Market Commentary – July 2024
- Date: 07/08/2024
Key Themes Driving Currency Markets UK and US politics to the fore In the UK, Labour secured its largest parliamentary majority since Blair’s landslide in 1997. GBP was stable following the results as its positive performance this year was largely reflective of an expected Labour victory. In the US,….
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Market Commentary – June 2024
- Date: 09/07/2024
Key Themes Driving Currency Markets A busy month for political upsets First there were EU elections which as expected saw a strengthening of the right-wing parties within the European Parliament. However, the result in France came as a major surprise as Marine Le Pen’s Rassemblement National won twice as….
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Market Commentary – April 2024
- Date: 30/04/2024
Overall, G10 central banks have broadly maintained their narrative that underlying inflation trends and economic data are performing in line with expectations, with disinflation continuing and job market tightness unwinding which are feeding into softer growth statistics. However, the US continues to be an economic outperformer, with inflation reaccelerating and….
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