Weekly Focus – ECB to Cut Rates Again Next Week
Sentiment has been positive this week as markets continue to digest the strong US jobs […]
US Inflation Printed Hotter Than Expected and Contained Some Important Hawkish Details
Markets US September inflation printed hotter than expected and contained some important hawkish details such […]
700 Reasons to Expect Higher Real Rates on Average
Now that central banks are cutting rates, the question of where they will stop comes […]
After Some Hesitation, Dollar Gradually Regaining Traction
Markets Yesterday’s risk-on sentiment, Fed comments and the release of the Minutes of the Fed […]
S&P 500, Nasdaq 100 – Futures Hold High Ground as US Considers a Breakup of Google
The US Justice Department may force Google to divest parts of its business due to […]
China Indices Suggest Ongoing Doubts of Efficacy and Amount of Stimulus
Markets The post payrolls rise in US yields and by extension in yields on other […]
Oil’s Short-Term Risks Remain Tilted to the Upside
Chinese authorities think that the country could achieve its 5% growth target with the stimulus […]
Swedish CPI Slightly Higher Than Expected – Supports Our -25 bp Call for November
In focus today Tonight, FOMC will release the minutes from its September meeting. Markets will […]
Markets Apparently Not Convinced Measures Able to Profoundly Change Fortunes for Chinese Economy
Markets Investors yesterday continued to adapt positions in the wake of Friday’s impressive payrolls beat. […]
China Disappoints, Middle East Worries
The week started on an ugly note except for those who have a long exposure […]
Swedish CPI Figures in Focus Today
In focus today From the US, NFIB’s Small Business Optimism index is due for release […]