Amazing Nvidia
Nvidia announced STUNNING results when it released its Q2 earnings yesterday after the bell. The […]
Rate Expectations Pared Back as PMIs Point to Recession
European stocks have given back the bulk of their gains this morning as flash PMI […]
Investors Turn More Nervous Going into Friday’s Jackson Hole
Markets The curve move in the US differed somewhat from previous sessions yesterday as it […]
Japan Kicks Off PMI Day on a Strong Note
Market movers today Today we get preliminary August flash PMI’s for France, Germany and the […]
EUR/USD: The Jackson Hole Dollar Playbook
2-year Treasury yield rises 3.7bps to 4.979% (supports Fed’s higher for longer push) Dollar softens […]
German PPI’s Sharp Drop Lifts Peak-Rates Hopes
The sharp fall in German producer prices is both a signal of easing inflationary pressures […]
Uncertainty on Policy Mix Keeps Yuan in Defensive
Markets High profile technical levels eventually prevailed last Friday in a session absent of eco […]
Modest Chinese Rate Cut
Market movers today The week is off to a quiet start in terms of data […]
Weekly Economic & Financial Commentary: Economic Activity Continues to Fly High
Summary United States: Economic Activity Continues to Fly High Data on the retail and manufacturing […]
Week Ahead – Powell’s Jackson Hole Speech Will be Must-See TV
US The main event for next week will be the Kansas City Fed’s Jackson Hole […]
Eurozone PMIs Important for Euro Next Week
Economists see another rate hike in the euro area, but some skepticism remains about whether […]
Week Ahead – All Eyes on the Jackson Hole Symposium
It’s a light week in terms of economic data, with the most important releases being […]