UK yields initially rose on the details of the budget but there has been a re-think in the market, or a ‘buy the fact’ reaction …
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For all the tariff talk this year, there is a compelling argument that all the weakness in US stock markets is really just Mag7 euphoria …
USDCHF continues to trade within a well-defined range between 0.8794 and 0.8848, with price action currently consolidating just below the top of that band. Earlier …
Growth recovers to average around 1.75% over the rest of the decade OBR: underlying fiscal outlook has deteriorated since October if global trade disputes escalate …
Prior was +3.2% Nondefense capital goods orders ex-air -0.3% vs +0.2% expected Prior nondefense capital goods orders ex-air +0.8% (revised to +0.9%) Ex transport +0.7% …
Buffett on Circles of Competence and Selectivity Why knowing your limits is more powerful than pretending to know everything. “The most important thing in evaluating …
Industrial production has been a source of strength in economic data so far this year and that’s been one of the main data points used …
The EURUSD is mired in a very narrow trading range awaiting the next shove. The USDJPY moved higher on comments from BOJ Ueda that food …
Buffett on Cash, Patience, and Optionality Why waiting is a superpower — and how to turn inactivity into an investing edge. “The trick is, when …
Headlines: UK February CPI +2.8% vs +3.0% y/y expected Sterling eases after cooler UK inflation but outlook remains challenging Traders increase bets for BoE rate …