Dovish Tunes from the ECB
In focus today In the euro area, Q4 GDP is released. The composite PMI indicator […]
Our Bias Remains for a stronger USD
Markets Core bonds drifted south yesterday in the run-up to this week’s big events, starting […]
US Headline Inflation Could Rise Modestly from 3.1% to 3.2% in December
Optimism is on the menu ahead of today’s much-awaited US inflation report. The US 10-year […]
Rally in Stocks and the Selloff in US Dollar Looks Overstretched
The US bond and stocks extended their rally on the back of soft US economic […]
USD Weakness Continues Ahead of Holidays
In focus today The most important data release today will be the US November Personal […]
Cracks
We start feeling the cracks in market optimism: the bonds extended their rally yesterday after […]
Bonds Rally, Equities Watch
The central bank doves are forcefully back following a significantly lower-than-expected US JOLTS print, and […]
Nothing Says ‘Let’s Save the Planet’ Like a Summit Led by a Big Oil CEO
The rally in US bonds continued at full speed yesterday and bonds are set to […]
Overstretched
The US bonds extended their rally ladies and gentlemen, as one of the Federal Reserve’s […]
Focus on German and Spanish inflation
Market movers today In the euro area, today’s main focus will be on preliminary inflation […]
Dollar Still Looks Vulnerable Short-Term
Markets European bonds after a hesitant start captured a solid bid yesterday. Markets again raised […]
US stocks hit new records amid reduced Treasury borrowing forecast
US stock markets rose strongly overnight, with both DOW and S&P 500 reaching new record […]