No Surprises in FOMC Minutes
In focus today The key events today will be the February flash PMIs from the […]
January FOMC Minutes Confirmed Most Participants Noting Risk of Moving Too Quickly to Ease
Markets Weakness in core bonds was the sole exemption to another wise dull trading day […]
US Data Wraps Up This Week
In focus today In the US, the University of Michigan’s preliminary consumer survey (including inflation […]
Strong January UK Retail Sales Push Sterling and UK Yields Higher
Markets US eco data were too plenty yesterday to give a clear signal for trading. […]
Eurozone industrial production rises 2.6% mom in Dec, vs exp -0.3% mom
Eurozone industrial production rose 2.6% mom in December, much better than expectation of -0.3% mom […]
Central Bankers Advocated Cautious Wait-and-See Bias
Markets Except for the (strong) US services ISM on Monday last week’s eco calendar was […]
Light Macro Data to Kick Off the Week
In focus today Today is a quiet day on the data front. Market focus will […]
Buckle Up for EU-China Trade Tensions
In this piece, we argue that there is a high probability that the EU will […]
Eurozone retail sales falls -1.1%mom, EU down -1.0%
Eurozone retail sales fell -1.1% mom in December, worse than expectation of -1.0% mom. Volume […]
Dollar’s Dominance Continues, Sterling and Euro Accelerates Down
Dollar’s robust rally persists in early US session, and gains momentum alongside the strong rise […]
Eurozone PPI down -0.8% mom, -10.6% yoy in Dec
Eurozone PPI was down -0.8% mom, -10.6% yoy in December, versus expectation of -0.8% mom, […]
European Commission forecasts slower Eurozone growth, but quicker inflation slowdown
According to European Commission’s Winter 2024 Economic Forecast, Eurozone’s GDP growth for 2024 was revised […]