We Expect ECB to Stick to Its Guidance of a 50 bps Rate Hike Tomorrow
Markets Volatility on especially rate markets remained high yesterday. Markets in the end erased part […]
ECB Preview: 50bps Hike May Still Be On The Cards
Hot inflation is likely to outweigh concerns over financial stability Market has substantially re-priced ECB […]
ECB Meeting: Is a 50bps Hike Still a Done Deal?
Following the sudden collapse of the Silicon Valley Bank (SVB) in the US, investors have […]
Sharp ‘Post-SVB’ Repositioning Continued Unabatedly
Markets Yesterday, the sharp ‘post-SVB’ repositioning, especially on interest rates markets, continued unabatedly even as […]
How Should the Market React to US CPI?
Monday was yet another ugly day for bank stocks around the world, as the selling […]
Fear of an Unfolding Banking Crisis
Market movers today Apart from all news regarding problems in the banking sector, focus today […]
What Do Higher US Interest Rates Mean for the Risk-Linked Currencies?
With expectations about the Fed’s future course of action changing radically lately, the commodity-linked or […]
The Week Ahead: ECB Meeting and US Inflation in the Spotlight
Central bank watchers should be pleased with incoming data for the week of March 13th, […]
US Dollar Price Action Setups: EUR/USD, GBP/USD, USD/JPY
US Dollar Talking Points: The US Dollar held an early-week bounce that was completely priced-out […]
Weekly Economic & Financial Commentary: Central Banks Front and Center This Week
Summary United States: Labor Market Continues to Exude Resilience Coming into the week, financial markets […]