4 August 2026
Mind the Gap – Download Chart of the week
The Market Place – Download Market Data
- Markets continue to expect interest rates to remain higher for longer, with economic resilience allowing the Fed to remain patient despite moderating inflation.
- The BoE remains cautious, signalling that easing monetary policy will depend on sustained progress in inflation.
- The Eurozone economy continues to grow slowly, with improving inflation offering cautious optimism despite structural growth challenges.
- In China investors remain focused on whether additional policy stimulus. Japan continues its cautious transition away from ultra-loose monetary policy. Geopolitical developments remain an important driver of commodity markets.
