by Jonathan Cook | Oct 28, 2025
Germany’s Ifo business climate survey came in at 88.4 in October, beating both forecasts and last month’s 87.7. The assessment of current conditions actually worsened month-on-month, yet businesses were hopeful that the economy would pick up in the next 12 months....
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by Jonathan Cook | Oct 28, 2025
A happier end to last week for the UK carried over into the start of this week. Truth be told, there isn’t much fresh data for us to sink our teeth into this time around. Instead, sterling will look to rival central banks for direction and will of course be vulnerable...
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by Jonathan Cook | Oct 28, 2025
Currency markets got off to a steady start to the week, boosted by trade optimism and looming interest rate meetings for four of the G7’s five central banks. The Federal Reserve, the European Central Bank, the Bank of Japan and the Bank of Canada will all make their...
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by Jonathan Cook | Oct 27, 2025
The pound continued to struggle against the euro last week, weakening by almost a cent to finish Friday at its lowest level since the start of October. For once though, nobody could blame it on the UK economy failing to pull its weight. Quite the opposite, in fact,...
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by Jonathan Cook | Oct 27, 2025
After a shutdown-induced delay, markets decided to see the glass half-full in September’s inflation report. Headline inflation advanced by less than expected to 3% (vs. 3.1% expected), but core inflation unexpectedly cooled to 3%. The US dollar weakened to end last...
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