The Week Kicks Off With PMIs
In focus today In the euro area, we receive the flash PMI data for March, […]
Global Trends Hit Pause, Consolidations to Follow Until Trump’s Liberation Day
The dominant trends that shaped Q1 in global markets appear to have run their course, […]
Markets Weekly Outlook – US Dollar, Inflation & PMI Data Analysis
Risk Assets continue to struggle despite some gains in the S&P 500 and Dow Jones. […]
Rotation Trade Gives Signs of Exhaustion
A big week of central bank decisions is coming to an end with the central […]
Germany Set to Pass the Largest Fiscal Package in Three Decades
In focus today Germany’s fiscal package is anticipated to pass in the Bundesrat, potentially delivering […]
EUR/USD Kept the 1.09, But Barely
Markets The Fed’s policy rate was left unchanged at the March meeting yesterday (4.25-4.5%). The […]
Fed Provides Relief – Focus on BoE and SNB
The Fed US markets breathed a sigh a relief following the Federal Reserve (Fed) decision. […]
Central Bank Rate Decisions in the Spotlight
In focus today Today we receive rate decisions from the Bank of England (BoE), the […]
Dow Jones (DJIA), S&P 500 React to Fed Rate Decision
The Federal Reserve kept interest rates steady but hinted at possible rate cuts later in […]
Central Bank in the US Takes Center Stage Later Today
Markets Core bonds gained slightly yesterday with US Treasuries marginally outperforming Bunds. German yields eased […]
Will Fed Save the Day?
Nvidia yesterday revealed new products at the company’s annual GPI Technology Conference at San Jose. […]
US stocks recovered as Fed sticks to two rate cut outlook for 2025
US stocks closed higher overnight, and extended their near-term consolidations. Investors were somewhat relieved that […]