Markets Took Aim at UK Assets
Markets Markets took aim at UK assets. Both gilts and sterling suffered steep losses. Yields […]
Another Truss Moment?
The selloff in US treasuries continued yesterday over concerns that Donald Trump’s presidency would boost […]
Eurozone PPI rises 1.6% mom, energy prices drive monthly gains
Eurozone producer prices rebounded more than expected in November, with PPI rising 1.6% mom, surpassing […]
USD Against G10 Peers Driven by Risk-Off More Than Anything Else
Markets Core bond yields extended their December surge with the long end once again taking […]
Fed Hawks Getting Louder
Good news were bad news yesterday and they even wiped out the optimism that Nvidia […]
ADP and FOMC Minutes on the Menu
In focus today From the US, ADP’s private sector employment report for December will be […]
Euro Rally Fizzles, Eurozone CPI Climbs to 2.2%
The euro is slightly lower on Tuesday after rallying 1.2% over the past two trading […]
Markets Reduce Rate Cut Expectations for 2025
Central banks, especially the Fed, have toned down expectations of rate cuts, it seems at […]
Eurozone CPI rises to 2.4% yoy, core unchanged at 2.7% yoy again
Eurozone inflation accelerated again in December, with headline CPI rising to 2.4% yoy, up from […]
ECB survey shows inflation expectations rise, growth outlook deteriorates
ECB’s Consumer Expectations Survey for November 2024 revealed that inflation expectations continued their upward drift, […]
Trump’s (Trade) Policy Ruffled Markets
Markets Trump’s (trade) policy ruffled markets yesterday, underscoring the importance of politics under a second […]
Eurozone retail sales marginally rise 0.1% mom in Nov, lag expectations
Eurozone retail sales edged up by 0.1% mom in November, falling short of expectations for […]