Jin10 data, August 4th - XTB analyst Kathleen Brooks stated in a report that the UK government bond yields have outperformed those of the Eurozone, indicating that the market expects the Bank of England's rate cuts to exceed those of the European Central Bank. She remarked, "This may be a sign that bond investors believe the European Central Bank has finished cutting rates, especially after last month's inflation was above expectations." According to LSEG data, the market anticipates that the Bank of England may cut rates twice before the end of the year.

Jin10 reported on August 4th that XTB analyst Kathleen Brooks stated in a report that the Bank of England may not indicate a future interest rate drop in Thursday's rate decision. The UK's inflation rate stands at 3.6%, still above the 2% target, which drops the likelihood of a further rapid rate cut after this week's cut. LSEG data shows that the market is pricing in another potential rate cut by the Bank of England by the end of 2025.

According to ChainCatcher news and reported by Jin10, Kathleen Brooks, the research director at XTB, stated in a report that the UK government bond market may face greater fluctuations due to high levels of debt. A theme is emerging: since 2022, we have seen UK government bond yields rising more frequently, which has been a characteristic of the UK bond market since the pandemic. This volatility may continue until debt levels decrease and public sector spending rates return to pre-pandemic levels.

Jin10 data reported on July 3rd that Kathleen Brooks, the research director at XTB, stated in a report that the UK government bond market may face greater fluctuations due to high debt levels. One theme is emerging: since 2022, we have seen UK government bond yields rising more frequently, which has been a characteristic of the UK bond market since the pandemic. This volatility may continue until debt levels decrease and public sector spending rates return to pre-pandemic levels.

Jin10 reported on July 2 that Kathleen Brooks, an analyst at the EU financial broker XTB, stated in a report that the likelihood of political turmoil in the UK is driving up bond yields. The market is digesting the possibility that the Chancellor of the Exchequer could be replaced by a more left-leaning successor, which has unsettled the bond market and revitalized the previously dormant "bond vigilantes."

Jin10 data reported on June 27, XTB's Kathleen Brooks stated in a report that, supported by the rising prospects of interest rate cuts, the US stock market performed better than the European stock market this week. The easing of Middle East conflicts, relief from tariff pressures, and the follow on technology stocks also contributed to the US stock market outperforming European stocks. The focus is on the US personal consumption expenditure data to be released tonight. "Unless there is a significant unexpected upward surprise in the data, this momentum may push the S&P 500 index to a new high."

Gate News bot, EU financial brokerage XTB analyst Kathleen Brooks said in a report that after the ceasefire was announced in the Israeli-Iranian conflict, stock investors preferred technology and artificial intelligence-related stocks over defense stocks. Apple, Amazon, Alphabet, Microsoft, Meta, Nvidia and Tesla, the seven leading tech stocks, or "Magnificent 7", will continue to rise. "With the market once again focusing on AI trading, these seven companies have the potential to lead the U.S. stock market higher," Brooks said. ”

On June 25, as investors paid close attention to the stability of the ceasefire agreement between Israel and Iran, oil prices rose during the Asian session. Investors are also watching talks between the United States and Iran, with the US Middle East envoy calling the talks "promising" and Washington holding out hopes for a long-term peace deal. As fears of supply disruptions have largely dissipated and the prospect of oversupply in the market suggests that there is limited room for oil prices to rise, U.S. and Burkina Aires still fell more than 10% in a single week. Kathleen Brooks, an analyst at EU financial brokerage XTB, said that the current backdrop is unfavorable for oil prices, which is another reason why geopolitics has a short-lived impact on commodity prices.