10-y Testing January Top of 3.90%
Markets Yesterday, especially US bond markets further adapted to guidance that persistent high inflation will […]
US January PPI Signals Persistent Inflation Pressures
Market movers today We end the week in a quiet fashion, with only tier-2 data […]
Cliff Notes: Consumers Bearing the Brunt of Inflation’s Cost
Key insights from the week that was. This week, updates on sentiment and the labour […]
ECB Lane: Tightening estimated to lower inflation by 1.2% in 2023, 1.8% in 2024
ECB Chief Economist Philip Lane said in a speech that the central bank’s tightening is […]
ECB Panetta: Resolute in the right direction, but not drive like crazy at night
ECB Executive Board member Fabio Panetta said in a speech “as policy rates move more […]
Higher Core Yields Slightly Favoured the Dollar
Markets US data continue surprising to the upside. The Fed’s aim to slow demand via […]
US Macro Data Continues to Surprise to the Upside
Market movers today A fairly quiet day on the global data front. The Philly Fed […]
ECB Lagarde: We intend to hike by 50bps in March
In a speech to the European Parliament, ECB President Christine Lagarde reiterated that “we intend […]
Eurozone goods exports rose 9.0% yoy in Dec, imports rose 8.7% yoy
Eurozone goods exports rose 9.0% yoy to EUR 238.7B in December. Goods imports rose 8.7% […]
Eurozone industrial production down -1.1% mom in Dec, EU down -0.4% mom
Eurozone industrial production declined -1.1% mom in December, worse than expectation of -0.8% mom. Production […]
ECB de Cos: Recent inflation data are somewhat encouraging
ECB Governing Council member Pablo Hernandez de Cos said, “recent data on euro area inflation […]
ECB Schnabel: We may have to act more forcefully
ECB Executive Board member Isabel Schnabel said in a Bloomberg interview, “we are still far […]