uk

prices of energy higher

Energy prices continue to move higher

WTI trades above USD 50/bbl for the first time in a month. Hawkish BoE statement issued after its September meeting triggers a GBP rally and selloff in UK equities. Recovery in oil prices continues After…


investor watchlist 2 september

Investor Watchlist #2 – September

Investor Watchlist Swiss National Bank policy rate (%): Consensus: –0.75; Prior: –0.75 As suggested by a recent interview of Thomas Jordan, chairman of the Swiss National Bank’s (SNB) board, the SNB will likely keep its…


new york city watchlist

Investor Watchlist #1 – September

Investor Watchlist UK CPI (% YoY): Consensus: 2.8; Prior: 2.6 Consumer price inflation in the UK is expected to have increased slightly in August, mainly driven by energy prices. India CPI (% YoY): Consensus: 3.27;…


apple iPhone 8 presentation

Strong start to the week for risky assets

Early indications suggest that the damage from Hurricane Irma is less severe than expected. UK inflation print and Apple product event in focus. Hurricane Irma causes less damage than expected Hurricane Irma made landfall in…


october

ECB: See you in October

ECB President Draghi’s cautious tone sends bond yields lower, but not the euro. Investment Committee downgrades UK equities to underperform, retaining its overall neutral equity stance US investors faced a volatile session yesterday as the…


city at night

Investor Watchlist #2 – August

Investor Watchlist German Q2 GDP (% QoQ): Consensus: 0.7; Prior: 0.6 Despite a weakening of industrial production and exports in June, the German economy appears to have built up sufficient momentum over the course of…


watchlist 1 - city view

Investor Watchlist #1 – August

Investor Watchlist UK industrial production (% MoM) (Jun): Prior: –0.1; Consensus: 0.1< Output of the British industrial sector is expected to have remained largely unchanged in June, with the largest contributor – manufacturing – seen…