
Thursday Feb 05, 2026
Morning Blast - 5th February: Super Thursday or Damp Squib? BOE & ECB Take Centre Stage
Ryan and Michael run through the market headlines ahead of the Bank of England and ECB decisions, covering sector rotation, inflation trends, and how central bank forecasts could shape rate-cut expectations.
The episode also covers big tech results and capex plans from Alphabet, the upcoming Amazon report, commodity moves including gold and oil, bitcoin weakness, and key data to watch like US jobless claims and upcoming CPI prints.
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