Eurozone industrial production down -2.0% mom in Oct, EU down -1.9% mom
Eurozone industrial production dropped -2.0% mom in October, worse than expectation of -1.4% mom. Production […]
Commodities Year Ahead 2023: Gold and Oil Outlook Tied to Fed and Ukraine
The entire commodities spectrum rallied in the first half of 2022 as the war in […]
Week Ahead – Blockbuster End to the Year
US Two blockbuster events will have Wall Street on edge as the disinflation trade may […]
Weekly Focus Weekly Focus – Central Banks Take Centre Stage
Easing pandemic curbs and global recession fears continued to drive markets. Despite rising cases, China […]
Equities, Oil Fall, Bonds Gain on Recession Fears
Stocks fell for a fifth day, but the sovereign bonds gained, a hint that the […]
Equities, Oil Fall, Brent Below $80pb for the First Time Since January
Equities extend the downside recovery, following the failure to clear an important year-to-date resistance last […]
Dollar Caught a Break Thanks to Yield Support and Risk-off Setting
Markets “All” it took for US investors to digest Friday’s strong payrolls was a weekend […]
Eurozone retail sales dropped -1.8% mom in Oct, EU down -1.7% mom
Eurozone retail sales volume dropped -1.8% mom in October, worse than expectation of -1.6% mom. […]
Week Ahead – The Calm Before the Storm
EU There are a number of economic releases on the calendar next week but it’s […]
Eurozone PPI at -2.9% mom, 30.8% yoy in Oct
Eurozone PPI came in at -2.9% mom, 30.8% yoy in October, versus expectation of -2.0% […]
Markets Recently Gave Much More Weight to Softer Data
Markets Yesterday, the post-Powell bond rally simply continued as markets read US data as supporting […]
Eurozone CPI finalized at 10.1% yoy in Nov, core CPI at 5.0% yoy
Eurozone CPI was finalized at 10.1% yoy in November, down from October’s 10.6% yoy. CPI […]