Grantham

The Pound Sterling rebounds against its major peers after the UK ONS reported upbeat Retail Sales data for March.Traders are confident of a 25 bps interest rate reduction by the BoE in May.De-escalation in the US-China trade war has supported the US Dollar. The Pound Sterling (GBP) bounces back agai

WTI prices edge higher but remain poised for a weekly loss, driven by the prospect of increased OPEC+ output.Several member nations are expected to push for a second straight month of accelerated production hikes in June.A potential ceasefire and easing of sanctions could increase Russian Oil export

Sales Shoot Up In March The spring selling season for home builders is off to a better than expected start. New home sales rose 7.4% in March, while February sales were revised slightly higher. The jump looks owed to slightly lower mortgages, which temporarily dipped in March before climbing higher

GBP/JPY attracts sellers for the second straight day as safe-haven demand boosts the JPY.The divergent BoJ-BoE policy expectations exert additional downward pressure on spot pricesA bearish USD lends some support to the GBP and might help limit further losses for the cross. The GBP/JPY cross meets w

EU mid-market update: Focus on ECB rate decision; TSMC earnings beat; New OpenAI models deliver unprecedented. Notes/observations - Trade jitters persist as a drag on risk appetite, even after President Trump hailed “big progress” in Tokyo talks – granting Japan’s Economy Minister Akazawa a 50-minut

USD/CAD trades flat around 1.3955 in Wednesday’s early Asian session. The BoC is expected to hold interest rates steady on Wednesday. Trump said the auto industry could get exemptions from tariffs. The USD/CAD pair holds steady near 1.3955 during the early Asian session on Wednesday. The upside for

A break above 1.1275 could trigger further rally; the levels to monitor are 1.1350 and 1.1400. In the longer run, Euro (EUR) is likely to rally further; the levels to monitor are 1.1400 and 1.1450, UOB Group’s FX analysts Quek Ser Leang and Peter Chia note. Levels to monitor are 1.1400 and 1.1450 24

Important News for this day 11th, 08:00 CET UK Gross domestic product. 11th, 14:30 CET US Producer prices index. 11th, 16:00 CET US prelim consumer sentiment. EU trade policies The President of the EU commission also stated that further tariffs on the import of US products will be delayed by 90 days

S&P 500 upswing was what I called for based on tail risk analysis, fancy word for expecting tariff relief – and all clients benefited mightily, I mean hundreds of ES points in gains swing and intraday delivered (by me and Ellin). I laid out the path and odds in yesterday‘s video, specifying them

Federal Reserve (Fed) Bank of St. Louis President Alberto Musalem noted on Wednesday that tariffs will make it increasingly difficult for the Fed to make short-term changes to policy rates. Key highlights I expect US economic growth this year materially below estimated 2% trend. Inflation expectatio

Australia’s business survey was mixed but consumer confidence plunged, BBH FX analysts report. RBA Governor Michele Bullock gives a keynote speech Thursday "The NAB March Business conditions rose 1 point to 4 remain a little below average while business confidence fell 1 point to -3. Meanwhile, the