Economic Update 13 Jul 2026 5 minute read
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The market's focus has shifted back to oil

Market data is likely to take a back seat this week as political developments and the conflict involving Iran continue to influence broader market...

Economic Update 06 Jul 2026 5 minute read
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Politics fills the data vacuum as central banks shape market expectations

Markets continue to focus on the seemingly inevitable arrival of Andy Burnham in a couple of weeks’ time. As Burnham only recently...

Economic Update 29 Jun 2026 6 minute read
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USD firm as ECB division and payrolls take centre stage

A further incident in which a vessel came under fire from Iranian forces has prompted an additional US military response.

Economic Update 22 Jun 2026 7 minute read
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Starmer resignation process adds to UK market uncertainty

UK media coverage over the weekend focused on cabinet ministers, many of whom offered a less robust defence of Prime Minister Keir Starmer...

Economic Update 15 Jun 2026 6 minute read
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Markets cautious as US-Iran progress leaves key gaps

News flow from the Middle East, following discussions between the UAE and Iran, has been constructive...

Economic Update 08 Jun 2026 7 minute read
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USD strength builds as inflation data looms

Iran has launched a new offensive against Israel, in retaliation for further Israeli strikes on Hezbollah targets in...

Economic Update 26 May 2026 5 minute read
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Oil rebounds and dollar firms as strikes unsettle markets

Over the long weekend, optimism increased that an interim agreement between the US and Iran could lead to the...

Economic Update 26 May 2026 7 minute read
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Will US yields stay high even if tensions ease?

Over the weekend, negotiations between the US and Iran continued, although talks were interrupted by renewed attacks from...

Economic Update 18 May 2026 5 minute read
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Sterling waits on data while geopolitics lifts energy prices

UK political discourse continues to circle a potential leadership contest, although no candidate has yet moved decisively. Recent commentary from...