Markets Draw Some Comfort from Bessent Being Trump’s Treasury Secretary
Markets The PMI’s on Friday again highlighted the divergence in growth and confidence between the […]
European Equities are Cheap
Last week was marked by an improved sentiment in the US, but not so much […]
Weak Euro Area PMIs Raise Concerns Over Growth Outlook
In focus today Today, in Germany we receive the Ifo growth indicator for November. After […]
Euro Weakens Sharply, Sterling and Swiss Franc Also Under Pressure
Euro stole the limelight last week with a steep selloff triggered by poor activity data. […]
Week Ahead – RBNZ to Slash Rates Ahead of US and Eurozone Inflation Data
RBNZ is expected to cut rates by 50 bps at its last policy meeting of […]
Euro and Sterling Under Fire after PMIs, Swiss Franc Reverses Gains
European majors are experiencing significant selling pressure today, with Euro leading the declines. Euro sharply […]
Euro Area PMIs Set Stage for ECB
In focus today Today, in the euro area we receive November PMIs, an important factor […]
ECB’s Villeroy: Wage data backward-looking, advocates agile pragmatism
French ECB Governing Council member François Villeroy de Galhau, speaking at a conference today, emphasized […]
The Beginning of the Worries
Nvidia announced another very strong quarter after the bell. The company surpassed its own revenue […]
ECB’s Stournaras: Avoiding inflation undershoot becoming policy priority
Greek ECB Governing Council member Yannis Stournaras emphasized at an event overnight that inflation in […]
Temporary Dollar Dip or Intrinsic Euro Strength?
The Dollar Index is retreating from Thursday’s highs, moving against the logic of fundamental forces. […]
ECB’s Stournaras supports continuous rate cuts until neutral level reached
Greek ECB Governing Council member Yannis Stournaras expressed strong support for further monetary easing, suggesting […]