Cliff Notes: As Global Inflation Risks Recede, Market Expectations Build
Key insights from the week that was. This week, we received a set of downbeat […]
Tighter Monetary Policy – Lower Bond Yields
Market movers today While markets found Powell’s comments to be on the dovish side yesterday, […]
Fed Expected to Downshift Tightening Pace Again
Markets The build-up to a Fed decision usually brings lackluster trading. This time around, things […]
Euro Area Inflation Data as an Appetizer Ahead of FOMC Tonight
Market movers today The main event today will be the FOMC meeting. Anything but a […]
EUR/USD Dropping from the Upper End of Last Week’s Trading Range
Markets Spanish (headline) inflation unexpectedly ended a 5-month run of decline (5.8% Y/Y from 5.7% […]
Focus on Inflation
Market movers today After the upside surprise in Spanish inflation figures yesterday, the focus turns […]
Week Ahead – Fed, ECB, and BoE Rate Decisions on the Menu
A busy week lies ahead, featuring several central bank decisions and a stream of data […]
Order Driven/Technical Trade Going into the Weekend
Markets US and European yields yesterday continued the bottoming out process that started earlier this […]
Recent Rise in Yields Created Some Breathing Space
Markets The week started with a quiet but constructive trading session. No news apparently was […]
Focus Turns to the PMIs
Market movers today The market highlight today will be the January PMI figures for the […]
Weekly Economic & Financial Commentary: The Pain Is Spreading
Summary United States: The Pain Is Spreading The housing sector has borne the brunt of […]
S&P 500 is An Easy Short
There was good, and less good news for investors on the wire yesterday. The latest […]