Equities, Oil Fall, Bonds Gain on Recession Fears
Stocks fell for a fifth day, but the sovereign bonds gained, a hint that the […]
The End of the Bear-Market Rally?
Equity markets are struggling again on Wednesday, with the latest Chinese trade data highlighting the […]
Covid Lockdowns Hinders China’s Trade
Last month, China’s harsh lockdown measures negatively impacted foreign trade. Exports fell by 8.7% YoY; […]
Sour Risk Sentiment and China Eases COVID-19 Restrictions
Market movers today Today we get German industrial production data for October. Consensus is looking […]
Dollar Caught a Break Thanks to Yield Support and Risk-off Setting
Markets “All” it took for US investors to digest Friday’s strong payrolls was a weekend […]
FX Year Ahead 2023: Recessions and Trend Reversals
The US dollar steamrolled every other major currency this year, capitalizing on a perfect storm […]
A Nervy Start to the Week
What could have been a really positive week for equity markets is off to a […]
Week Ahead – The Calm Before the Storm
EU There are a number of economic releases on the calendar next week but it’s […]
Weekly Economic & Financial Commentary: Is This the Peak?
Summary United States: Payrolls Beat Expectations, but Signs of Moderation on the Horizon Total payrolls […]
Cliff Notes: Costs Heap Pressure on the Consumer and Business
Key insights from the week that was. Updates on the consumer, housing and investment kept […]
China Caixin PMI services dropped to 46.7, third month of contraction
China Caixin PMI Services dropped from 48.4 to 46.7 in November, below expectation of 48.8. […]