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China, EUR, European Union, Eurozone, Featured, Fed, France, Fundamental Analysis, South Korea, Stocks, United States, USD, Yields

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 […]

adminOctober 11, 2024

AUD, ECB, EUR, Eurozone, Featured, Fundamental Analysis, JPY, South Korea, Stocks, United Kingdom, USD, Yields

Commodity Currencies Trade in the Defensive

Markets European stocks opened in red, ended in green. German yields added some 3-4 bps, […]

adminSeptember 3, 2024

EUR, Featured, Fed, Fundamental Analysis, NFP, South Korea, United States, USD, Yields

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 […]

adminAugust 22, 2024

EUR, Eurozone, Featured, Fundamental Analysis, GBP, South Korea, Stocks, United States, USD, Yields

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 […]

adminAugust 2, 2024

EUR, Featured, Fundamental Analysis, GBP, Oil, South Korea, United Kingdom, United States, USD, Yields

Groundhog Day on US Interest Rate Markets

Markets Groundhog day on US interest rate markets. At the end of April, US money […]

adminJune 4, 2024

BoE, DXY, EUR, Featured, Fundamental Analysis, GBP, JPY, South Korea, Stocks, United Kingdom, United States, USD, Yields

EUR/USD Fell With Noticeable Acceleration After FOMC Minutes

Markets Above-consensus April inflation figures in the UK triggered an obvious underperformance of gilts, resulting […]

adminMay 23, 2024

EUR, Featured, Fed, Fundamental Analysis, JPY, South Korea, Stocks, United States, USD, Yields

After Hawkish Fed Repositioning During April, Short Term Market Risks Skewed Towards Dovish Side

Markets A dovish Powell – or the absence of a hawkish one – lifted core […]

adminMay 3, 2024

EUR, Eurozone, Featured, Fundamental Analysis, Germany, Japan, JPY, South Korea, Stocks, United States, USD, Yields

Japanese Yen Moved Beyond USD/JPY 155 for the First Time Since 1990

Markets Core bonds drifted away again yesterday. In the US, Treasuries reversed Tuesday’s (disappointing) PMI-induced […]

adminApril 25, 2024

BoE, ECB, EUR, Eurozone, Featured, Fed, Fundamental Analysis, GBP, New Zealand, NZD, RBNZ, South Korea, Stocks, United Kingdom, United States, USD, Yields

Dollar Rally Shifts into a Lower Gear

Markets Developments in the Middle East gradually lost their grip on global markets with central […]

adminApril 17, 2024

BoJ, China, EUR, Eurozone, Featured, Fed, Fundamental Analysis, Japan, JPY, South Korea, United States, USD

BoJ Governor Ueda Poured Cold Water on Those Expecting Imminent Shift

Markets Several Fed central bankers saw confirmation in yesterday’s PCE deflators (headline 0.3% m/m, 2.4% […]

adminMarch 1, 2024

Bitcoin, ECB, EUR, Eurozone, Featured, Fundamental Analysis, JPY, Oil, South Korea, Stocks, United States, USD, Yields

Rising (US) Yields Should Provide a Bottom for Dollar

Markets ECB’s Schnabel triggered some unexpected market action yesterday. The German board member lived up […]

adminJanuary 11, 2024

EUR, Eurozone, Featured, Fed, Fundamental Analysis, GBP, South Korea, Stocks, United States, USD, Yields

New Vigor on Bond Market Curtailed Dollar’s Momentum

Markets The US eco calendar provided first meaningful input for 2024 trading yesterday. Data strengthened […]

adminJanuary 4, 2024

Category: South Korea