Markets Draw Some Comfort from Bessent Being Trump’s Treasury Secretary
Markets The PMI’s on Friday again highlighted the divergence in growth and confidence between the […]
European Equities are Cheap
Last week was marked by an improved sentiment in the US, but not so much […]
Weak Euro Area PMIs Raise Concerns Over Growth Outlook
In focus today Today, in Germany we receive the Ifo growth indicator for November. After […]
Euro Weakens Sharply, Sterling and Swiss Franc Also Under Pressure
Euro stole the limelight last week with a steep selloff triggered by poor activity data. […]
Markets Weekly Outlook – Inflation Data & Geopolitics to Dominate
Weak PMI data from Europe and the UK raise concerns about global economic outlook and […]
Weekly Economic & Financial Commentary: How Much Will the Fed Cut Rates?
United States: Back-up in Mortgage Rates a Setback for Housing The residential sector was in […]
Week Ahead – RBNZ to Slash Rates Ahead of US and Eurozone Inflation Data
RBNZ is expected to cut rates by 50 bps at its last policy meeting of […]
Weekly Focus – Geopolitics Back on the Radar
Rising tensions between Russia and Ukraine caused renewed unease in the markets this week. Putin signed […]
Euro and Sterling Under Fire after PMIs, Swiss Franc Reverses Gains
European majors are experiencing significant selling pressure today, with Euro leading the declines. Euro sharply […]
Rising Geopolitical Tensions Will Likely Limit Any Rebound Potential for the Single Currency
Markets This week’s consolidation pattern on bond markets simply continued yesterday. Lower weekly jobless claims […]
Oil, Gas Prices Up on Escalating Tensions with Russia
Moodiness due to a lack of a strong post-earnings rally from Nvidia remained short-lived. Investors […]
Eurozone PMI signals stagflation as both manufacturing and services contract
Eurozone economic activity weakened sharply in November, with PMI Manufacturing falling to 45.2 from 46.0 […]