ECB Meeting: Is a 50bps Hike Still a Done Deal?
Following the sudden collapse of the Silicon Valley Bank (SVB) in the US, investors have […]
Sharp ‘Post-SVB’ Repositioning Continued Unabatedly
Markets Yesterday, the sharp ‘post-SVB’ repositioning, especially on interest rates markets, continued unabatedly even as […]
How Should the Market React to US CPI?
Monday was yet another ugly day for bank stocks around the world, as the selling […]
Fear of an Unfolding Banking Crisis
Market movers today Apart from all news regarding problems in the banking sector, focus today […]
The Week Ahead: ECB Meeting and US Inflation in the Spotlight
Central bank watchers should be pleased with incoming data for the week of March 13th, […]
US Dollar Price Action Setups: EUR/USD, GBP/USD, USD/JPY
US Dollar Talking Points: The US Dollar held an early-week bounce that was completely priced-out […]
Weekly Economic & Financial Commentary: Central Banks Front and Center This Week
Summary United States: Labor Market Continues to Exude Resilience Coming into the week, financial markets […]
Week Ahead – US Inflation, ECB Decision to Test Markets’ Nerve
The US inflation report and the European Central Bank’s policy meeting will share the limelight […]
Weekly Focus – Hawkish Powell Opens for Possibility of a 50bp Hike
The biggest market mover this week was Fed Governor Jerome Powell’s hawkish testimony in the […]
Fed Chair Powell Said Ultimate Peak Interest Rate Level Would be Higher
Markets Fed Chair Powell in front of the US Senate as expected said that the […]
German Industrial Orders Support Hawkish ECB Stance
Europe continues to surprise with statistics, suggesting more room for a hawkish tone from the […]