Market Musings
Vasileios GkionakisNewsletter on global macro and market strategy. Equities, rates, FX, commodities
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | vasileiosgkionakis.substack.com |
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The first warning but clear sign the UK is heading to a recession
UK labour market data were soft and give the first clear sign the economy is heading to a recession. The market has responded accordingly: GBP/USD has sold off, down by nearly 0.5% on the day, the BoE terminal rate has come off by 3bps, UK ...
CPI data will not force the Fed's hand
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