The Great Divergence Between the Real Economy and Global Equities
Global manufacturing hubs; South Korea, Singapore & China continued to indicate a weaker external demand […]
USD/JPY Hit Resistance at 145 – Level at Which Japanese Officials Intervened Last Sep
Markets Reaccelerating European core inflation in June came as no surprise to markets last Friday. […]
What a Half Year
The first half of the year ends on a positive note for equities and not […]
Markets Resist Fed’s Outlook of Multiple Hikes: Bonds and Stocks Disagree, Dollar Rally Halted
Dollar bulls experienced a somewhat disheartening week, as the initial rally supported by hawkish remarks […]
Bullish US Stocks and Bearish JPY at Risk of Pain Trade in H2
Significant up move in G-20 2-year sovereign bond yields except for Japan & China. US […]
Japanese Data Showed a Mixed Picture
Markets US weekly jobless claims are notoriously volatile. Since a couple of weeks, markets took […]
US Grows, China Slows
Economic data released in the US yesterday further fueled the hawkish Federal Reserve (Fed) bets. […]
Focus on Flash HICP
Market movers today Today, markets will look closely at flash euro area HICP figures. The […]
Fed Got Greenlight for More Hikes
US and European stocks were up on Wednesday. The US chipmakers dampened appetite across the […]
All Eyes on Riksbank
Market movers today Today we expect a 25bp hike from the Riksbank. We expect the […]
China’s Booster from Premier Li Qiang May Not Last
China’s Premier Li Qiang’s morale booster speech during yesterday’s opening of the World Economic Forum’s […]