Dollar Outperformed on (or is it Despite?) Risk-Off
Markets Again no really congruent storyline to guide US and European markets yesterday. Equities on […]
DXY Index is Going Nowhere
Markets Markets yesterday saw the glass half full rather than half empty but for now […]
Risks to Eco Data Asymmetric With Negative Outcomes Likely to Trigger More Pronounced Moves
Markets Event risk looms large this week as narratives unfold at similar levels. We therefore […]
Mexico and Canada Dodged US Tariff Bullet at the Very Last Moment
Markets Mexico and Canada dodged the US tariff bullet at the very last moment. At […]
US JOLTs Out Today as Tariff Plans Stall
In focus today Today, the US JOLTs labour turnover data for December will be released. […]
French Budget Talks Enter Final Stage
In focus today Today, focus turns to French politics as lawmakers reach the final stage […]
Inflation Watch: UK Softer-Than-Expected, US Next
Sentiment was slightly better and the dollar was slightly lower on Tuesday on the back […]
Who Pays the Bill?
Canada joined the global political gloom. The sudden resignation of the finance minister on Monday […]
Fed Cut Coming Up
In focus today Focus today will be on tonight’s FOMC meeting. We expect a 25bp […]
Canada’s Minority Government on the Brink of Collapse
Markets Yesterday’s PMI releases in Europe and the US confirmed the ongoing divergence in growth […]
Markets Start With Mild Risk-Off Mood, Central Bank Bonanza Continues
The forex market began the week on a subdued note, with mild risk-off sentiment setting […]
Eurozone PMI composite hits 50.2 as Germany returns to growth
Eurozone PMI data for January showed cautious improvement, with PMI Composite rising from 49.6 to […]