


Goldman Sachs is out with a note saying that high inflation and high survey-based inflation expectations raise the bar for possible rate cuts this year. …

The EURUSD has extended to a new session low and is now testing a familiar technical area between 1.07609 and 1.07767 — a swing zone …

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 …

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 …