Light Macro Weak Ahead
In focus today In Denmark, October inflation data is due, with energy and food prices […]
Markets Weekly Outlook – Attention Shifts Back to Data, US CPI in Focus
Trump’s clean sweep saw a significant rise in the US Dollar and Yields. Can it […]
Week Ahead – US CPI to Shift Market Focus Back to Data After Trump Shock
After Trump comeback, normality to return to markets with US CPI GDP data from UK […]
Weekly Focus – Stronger Dollar and Higher Yields After Trump Victory
Donald Trump won the US election to become the next president, and it seems that […]
China to Unveil Fiscal Stimulus Package
In focus today Today, we should finally get actual numbers on China’s fiscal stimulus as […]
Dollar Reverses Post-Election Gains as Markets Seek Clarity on Fed’s Rate Path
Dollar continued to weaken in early US session, erasing the strong gains it enjoyed following […]
Eurozone retail sales rises 0.5% mom, mixed sectoral performance
Eurozone retail sales rose by 0.5% mom in September, slightly above the expected 0.4% mom […]
After Outsized Politically-Driven Repositioning, Markets Return to Normal Dynamics
Markets The Republican hattrick trigged the most pure version of the America First trade. US […]
Chapter Two
The 2024 US election delivered a decisive victory for Donald Trump, with Republicans positioned to […]
ECB’s Villeroy: US election calls for stronger European unity amid rising global risks
French ECB Governing Council member Francois Villeroy de Galhau emphasized the heightened economic risks following […]
Euro Falls on Trade War Fears
The single currency has been one of the losers from Trump’s victory, losing 2% on […]
ECB’s Holzmann signals December rate cut, but awaits new forecasts for final decision
Austrian ECB Governing Council member Robert Holzmann indicated that a rate cut in December is […]