Attention Shifts to Economic Data
Even though we saw some consolidation on Friday following a significant rally during the week, […]
Weekly Focus – Strong Market Sentiment Continues
The leading AI chip designer Nvidia stole market headlines this week with a record daily […]
Week Ahead – US and Eurozone Inflation, RBNZ Meeting to Test Rate Cut Bets
US core PCE and Eurozone flash CPIs to keep inflation worries in the foreground Japanese […]
ECB Survey: Consumer inflation expectations for next tear rise to 3.3%
ECB’s Consumer Expectations Survey for January showed that inflation expectations for the upcoming year have […]
ECB’s Nagel: Rate cut may be tempting, but it’s not time yet
In the annual report from Bundesbank, ECB Governing Council member Joachim Nagel emphasized the importance […]
Holzmann: ECB’s monetary policy often trails behind Fed’s
In an interview with Bloomberg TV, ECB Governing Council member Robert Holzmann pointed out that […]
Fed Waller Suggests Delaying Rate Cuts by a Few Months (!) Should Not Have Substantial Impact
Markets “What’s the rush?” Fed governor Waller briefly and brightly summed up the string of […]
AI Surge Fuels Stock Market Gains
In focus today The main event today will be the German Ifo print for February. […]
Cliff Notes: A Game of Patience
Key insights from the week that was. In Australia, the RBA February Minutes put forward […]
ECB minutes reveal consensus on prematurity of rate cut discussions
Accounts of ECB’s January 24-25 meeting showed that reveal a cautious stance among its members […]
ECB’s Lagarde watches Q1 wage talks for clues on lasting disinflation
ECB President Christine Lagarde described Q4 wage figures as “obviously encouraging numbers”. However, she underscored […]