Chapter Two
The 2024 US election delivered a decisive victory for Donald Trump, with Republicans positioned to […]
Global Takeaways of the U.S. Election
Summary In this report, we examine some thematic and global takeaways from the U.S. election. […]
Markets Brace For Higher Inflation and Interest Rates Under President Trump
Summary of Election Results & Financial Market Reaction As of 11 AM ET, Donald Trump […]
Dollar Stays Strong on Trump’s Win While Republicans Sweep Congress
Following Donald Trump’s clear victory over Kamala Harris in the US presidential election, accompanied by […]
How Markets Will React to US Election Results
Market picture Polls and forecasts have yet to produce a clear frontrunner in the US […]
Eurozone GDP grows 04% qoq in Q3, Germany avoids recession
Eurozone GDP rose by 0.4% qoq in Q3, surpassing the anticipated 0.2% qoq growth. A […]
EU Walking the Tariff Talk Against Chinese Electric Vehicles.
Markets UK gilts underperformed yesterday. Yields with maturities ranging from the 2-yr (+5.1 bps) to […]
Investors Eye Asset Havens Amidst Continued Unrest in the Middle East
In focus today Today the Bank of Canada announces its October monetary policy decision. Both […]
Eurozone CPI finalized at 1.7% in Sep, CPI core at 2.7%
Eurozone CPI in September was finalized at 1.7% yoy, down from August’s 2.2% yoy. Core […]
Eurozone industrial production rises 1.8% mom in Aug, driven by capital goods
Eurozone industrial production increased by 1.8% mom in August, meeting market expectations. This growth was […]
US Inflation Printed Hotter Than Expected and Contained Some Important Hawkish Details
Markets US September inflation printed hotter than expected and contained some important hawkish details such […]
Eurozone PPI down -0.6% mom in Step, led by energy prices
Eurozone’s PPI decreased by -0.6% mom in September, slightly exceeding the expected decline of -0.5% […]