German ZEW falls to 41.8, first decline in a year
Germany ZEW Economic Sentiment fell from 47.5 to 41.8 in July, below expectation of 44.3. […]
September 25 bps Fed Rate Cut Fully Discounted
Markets Fed Chair Powell in an interview at the Economic Club of Washington DC didn’t […]
Trump Trade, China Trade, Reflation Trade, AI Trade
There are a few stories developing at the same time: The Trump trade consists of […]
News of the Week (July 15—19): EURGBP Outlook!
The EURGBP, representing the exchange rate between the Euro and the British Pound, is a […]
Eurozone industrial productions falls -0.6% mom in May, EU down -0.8% mom
Eurozone industrial production fell -0.6% mom in May, better than expectation of -1.0% mom. Production […]
Trump Assassination Attempt Boosts His Chances of Winning November Election
Donald Trump got this close to being assassinated this weekend while he was giving a […]
The Week Ahead – ECB Spotlight as Fed Rate Speculations Drive Market Shifts
US inflation data caused a significant selloff in US mega-cap tech stocks and a shift […]
Weekly Economic & Financial Commentary: Balanced Risks Drive the FOMC Closer to a September Rate Cut
Summary United States: Fed’s Challenge: Making Sure Fire Is Out vs. Water Damage We learned […]
A September Fed Rate Cut Could Lead to Easing Spree During end-2024
Market prices in at least two rate cuts from Fed ECB, BoE expected to follow […]
Week Ahead – ECB Set to Hold Rates, Plethora of Data on the Way
ECB is not expected to cut in July but will it signal one for next […]
Soft US CPI Boosts Reflation Trade
I don’t know for the Federal Reserve (Fed) but investors definitely got to the evidence […]
Eurozone goods exports fall -0.5% yoy in May, imports down -6.4% yoy
Eurozone goods exports fell -0.5% yoy to EUR 241.5B in May. Goods imports fell -6.4% […]