France Downgraded
China’s latest efforts to convince investors that it will boost its economy with great stimulus […]
China’s Inflation Weakness and South Korea’s Political Chaos Weigh on Risk Sentiment
Dollar and Yen saw modest recoveries in Asian session, driven by the cautious tone in […]
Weekly Economic & Financial Commentary: The Song Remains the Same
Summary United States: The Song Remains the Same Incoming economic data continue to illuminate pockets […]
Uncertainty Looms in French Politics After Barnier’s Ousting
In focus today President Macron is faced with the difficult task of appointing a new […]
Relaxed into French No-Confidence Vote
South Korea briefly stole the light from the French political chaos after President Yoon suddenly […]
French Politics in Limbo as Barnier Faces No-Confidence Vote
In focus today The no-confidence vote against French PM Michel Barnier is set to take […]
Multiple US Data Didn’t Stop Recent Correction on Trump-Trade
Markets Multiple US data, including the closely watched PCE deflators, yesterday didn’t stop the recent […]
US Inflation Printed Hotter Than Expected and Contained Some Important Hawkish Details
Markets US September inflation printed hotter than expected and contained some important hawkish details such […]
Commodity Currencies Trade in the Defensive
Markets European stocks opened in red, ended in green. German yields added some 3-4 bps, […]
With Inflation Becoming Gradually More Under Control, Fed Has Space to Focus on Second Pillar of Dual Mandate
Markets The US Bureau of Labour Statistics kept most of us waiting yesterday. The preliminary […]
Dollar Story a Nuanced One, UST Outperformance More Than Offset by Risk-off on Equity Markets
Markets And the summer slide continues. Core bond yields yesterday dropped another 2.7-10.8 bps in […]
Groundhog Day on US Interest Rate Markets
Markets Groundhog day on US interest rate markets. At the end of April, US money […]