Weekly Focus – US Inflation Shakes Up Markets
A surprisingly high US inflation print this week triggered the biggest shake-up in US bond […]
No Surprises from ECB
In focus today In the euro area, focus today is on final March inflation data […]
ECB Meets Today But the Decision Itself (Status Quo) Won’t Be Surprising
Markets Above-consensus CPI, driven by low 2023 base effects and far more important by (very) […]
ECB Bank Lending Survey Will Give Insights into Credit Conditions
In focus today Today, we look out for the ECB bank lending survey for Q1 […]
Weekly Economic & Financial Commentary: Strong Jobs Numbers Diminish Urgency for Rate Cuts
Summary United States: Strong Jobs Numbers Diminish Urgency for Rate Cuts Nonfarm payrolls expanded 303K […]
Why is Gold Defying Gravity?
Gold stays in rally mode, even when dollar and yields rise Central banks and geopolitics […]
Weekly Focus – Decent Data Over Easter Dampen Rate Cut Expectations
Positive data surprises especially in the US have continued to mostly drive interest rates higher […]
Stars Aligned for Dollar Yesterday, But Greenback Succumbed
Markets German Bunds opened softer yesterday in a catch-up move with the US Treasury sell-off […]
All Eyes on Euro Area Inflation
In focus today In the US, March ADP private sector employment and ISM Services are […]
China’s Caixin PMI services edges up to 52.7, matches expectations
China’s Caixin PMI Services edged up slightly from 52.5 to 52.7 in March, matched expectations. […]
New Quarter Starts on a Hawkish Note
Hawkish. The new quarter started on a hawkish note. The European markets were closed, but […]
China’s CPI falls back to 0.1%, PPI negative for 18th month
China’s CPI slowed significantly from 0.7% yoy to 0.1% yoy in March, coming in below […]