Anthony Barton

🇬🇧 10-Year gilt yields on track for the biggest 1-day move higher since Reeves cried in the Commons.

@MrMBrown #SunlitUplands

HMRC payrolls fall ANOTHER 41k in June...8 straight monthly declines...every single month since the Budget last year...

@MrMBrown @darioperkins @forexflowlive Words elude me!

@ABartonMacro @darioperkins @forexflowlive even worse today...trainers...standards have evaporated...

@forexflowlive I've found him!! 😂😂

@darioperkins @forexflowlive @MrMBrown Doesn't hold today as it's a synthetic Friday, anything goes in the footwear department with MB.

@forexflowlive @MrMBrown 🤣 I heard you can only tell them apart cos the other one wears brown shoes

@martin_whetton @M_C_Klein @Alea_ Surplus supply of "real" Heinz beans alongside that.

@M_C_Klein @Alea_ That’s a lot of fish and chip shops on the Costa del Sol who will be shutting down.

Incredible story on so many levels: ft.com/content/8e2e9f…

A lot of "infox" in the French media this AM, Bayrou for PM confirmed.

@_SimonHarvey @MrMBrown Tongue in cheek

@ABartonMacro @MrMBrown Not you too

Hershey’s main owner said to reject Mondelez’s… not sweet enough cc: @MrMBrown

China's Politburo flags "moderately loose" monetary policy, the first shift in policy stance since '11, as the economy continues to struggle with well-known headwinds.

@MrMBrown Congrats MB!

Chuffed to have won the ‘Best In-House Analysts’ award at the Professional Trader Awards - huge thanks to all who’ve voted, and engaged, throughout the year!

@gusbaratta Another to follow the road to Athens/Mykonos

End of an era.

@fwred The gentlemen will be entertained

🇫🇷 Back to monitoring Le Spread. Sigh.

🇺🇲⚠️ With the market so focused on Trump-related inflation risks, a below-expected CPI reading would help firm December cut pricing, with Powell noting that overall recent figures suggest the FOMC is on track to meet its 2% target. - Conversely, a well above-expected core CPI print would fuel speculation that the Fed will take increasing care in dialling back restriction. - Fed funds futures currently price 16.5bp of cuts for next month and 70bp through the end of ’25. - Full @MNIMarketnews preview: marketnews.com/mni-us-cpi-pre… - Sell-side forecasts 👇🏻

Have a gander 👇

💥 MNI UK Inflation Preview, Oct 24: - The MPC will watch the data closely – particularly following Bailey’s comments that the BoE could be “a bit more activist” if inflation good news continues. - Year-end BoE pricing points to a real risk of faster easier over Q4, raising the importance of this week's release. Get briefed via our preview 👉 mni.marketnews.com/access_now #inflation #UKeconomy #globalmacro #macroeconomics

🇬🇧 Ipsos: 52% of Britons are unfavourable towards Starmer (joint highest as Labour leader) - Labour goes from +6 net favourability upon taking office to -21 - When asked to give the government a score between 0 & 10, October’s score is 3.8 vs. 4.4 in Sep ipsos.com/en-uk/labour-a…

🇨🇳 China’s deflationary problems became more entrenched in September, with consumer prices still weak and factory gate prices continuing to fall - BBG bloomberg.com/news/articles/…

🇨🇳 Four of China's biggest state-owned banks announced cuts on Saturday to existing mortgage rates starting on Oct. 25, as the authorities ramp up efforts to stimulate the world's second-biggest economy - RTRS reuters.com/world/china/ch…

🇨🇳 China moved to further ramp up support for the economy, promising more aid for the slumping property sector and indebted local governments. But officials still haven’t convinced economists that they’re doing enough to defeat deflation - BBG bloomberg.com/news/articles/…

@MrMBrown What a treat

@ABartonMacro I’ll leave the singing to Ryan…

Join us in the morning 👇