Week Ahead – NFP on Tap Amid Bets of Another Bold Fed Rate Cut
Investors see decent chance of another 50bps cut in November Fed speakers, ISM PMIs and […]
Weekly Focus – China Makes a Big Push to Turn the Economy
The big news this week was the barrage of new stimulus measures from China. At an […]
A Rising Tide Lifts All Boats
Markets A rising tide lifts all boats. Or in this case, a rising Chinese stock […]
Saudi Throws in the Towel
The S&P 500 printed its 42nd record high this year yesterday on the back of […]
Equities Extend Rally on China Stimulus, Fed Cut Bets
Let’s continue to count. 41. The S&P500 celebrated its 41st record high yesterday. Even though […]
ECB’s Knot: Likely to continue rate cuts into H1 2025
In an interview on Dutch television overnight, ECB Governing Council member Klaas Knot emphasized that […]
ECB’s Muller cautious on Oct rate decision, eyes Dec for clearer outlook
ECB Governing Council member Madis Muller struck a cautious tone in comments to Bloomberg, noting […]
China Announces Broad Monetary Stimulus
In focus today In Germany, we receive the Ifo growth indicator for September. In August, […]
Eurozone economic sentiment dips slightly to 96.2
Eurozone Economic Sentiment Indicator fell slightly from 96.5 to 96.2 in September. Employment Expectations Indicator […]