US Debt Theater: Final Act?
Risk sentiment remains poor as the US couldn’t reached an agreement on its debt ceiling. […]
US Default: If the US Government Runs Out of Money, What Direction Will the Markets Take?
Who would have thought that we would ever see a time during our lives in […]
SP 500: Ignoring US Debt Ceiling Standoff Risk
US debt ceiling limit of US$31.4 trillion may be reached on 1 June. Prior movement […]
PBoC Extends Liquidity as Fed Doves Fly Away Amid Jump in US Inflation Expectations
The People’s Bank of China (PBoC) kept the interest rates unchanged at today’s monetary policy […]
Is Inflation Good for Oil?
No one was naïve enough to expect an agreement on the US debt ceiling yesterday, […]
Riksbank to Deliver 50bp Rate Hike Today
Market movers today The main event today will be the Riksbank Policy Rate decision at […]
Debt Ceiling Clock is Ticking
Market movers today Today we get April consumer confidence out of both the euro area […]
Solid US Jobs Growth Supports May Hike from Fed
Market movers today Today we zoom in on Nordic inflation with March CPI figures out […]
Markets Aren’t Too Worried About Future Inflation Risks
Markets Three in a row. Yesterday’s scenario on core bond markets was another repeat from […]
Treasuries Up, Stocks Down on Mounting Recession Odds
Yesterday was a typical risk-off day in the financial markets. The US treasuries rallied, the […]
Markets Shown Asymmetric Reaction Function Since SVB Collapse
Markets It was groundhog day on financial markets yesterday. Core bond yields – as on […]
Equity Markets Turn Negative
Market movers today Today we get the final PMIs from Europe and the US. In […]