Weekly Focus – Focus on US CPI and ECB meeting
This week, we published our updated macroeconomic projections for the main economies and the Nordics. We […]
Finally, It Is NFP Time
In focus today The most important data release of the week and a pivotal reading […]
ECB Preview – Dialling Back, But Pace Ucertain
On Thursday 12 September, the ECB is widely expected by both analysts and markets to […]
Commodity Currencies Trade in the Defensive
Markets European stocks opened in red, ended in green. German yields added some 3-4 bps, […]
And September Arrives
August ended on a positive note. Friday’s data showed that the US PCE and the […]
Rate Cut Hopes Eclipse Recession Concerns, Dollar Tracks Rising Yields
In the final week of August, financial markets delivered unexpected developments that caught many by […]
Weekly Economic & Financial Commentary: The Search for Clues Continues
Summary United States: The Search for Clues Continues Fed watchers are still on the lookout […]
Weekly Focus – Jobs Report Set to Guide Central Banks in September
Markets were in waiting mode ahead of final pivotal data releases before September’s round of […]
EMU August Flash CPI Probably Will Confirm Yesterday Trends from Germany and Spain
Markets Fixed income and FX markets yesterday had to cope with a divergent message from […]
Sentiment Remains Strong Despite Nvidia
Yesterday was could’ve been worse. A more than 6% drop in Nvidia somehow limited the […]
ECB’s Nagel warns against cutting rates too quickly
Bundesbank President Joachim Nagel delivered a strong message overnight, cautioning that a timely return to […]
ECB’s Schnabel: Rate cuts can’t be mechanical amid stubborn domestic inflation
In a speech today, ECB Executive Board member Isabel Schnabel addressed the recent declines in […]