US ISM and Swiss Inflation on Today’s Menu
In focus today In the afternoon, US ISM Services index is due for release. While […]
Hang Seng Is Too Hot Now, but Long-Term Attractive
The Chinese stock market is closed for a national holiday, but futures and ETFs are […]
We Continue to Err on the Side of Another 50 bps Fed Rate Cut
Markets German Bunds outperformed US Treasuries yesterday. German yields closed 4.8 bps (2-yr) to 9.8 […]
Risk Off Reins
First, the US east and gulf ports went on a strike on Tuesday, as expected. […]
Tensions Escalating in Middle East
In focus today In the US, ADP private sector employment growth will provide some early […]
Euro Area Inflation and US Labour Market Data in Focus
In focus today Today, focus is on euro area HICP inflation from September. We expect […]
ECB Can Afford to Take a More Dovish Stance
The Chinese stocks extended gains on Monday as China announced more stimulus measures and investors […]
Hang Seng Index: Start of a Potential New Medium-Term Bullish Trend
Aggressive interest rate cuts by PBoC coupled with potential expansionary fiscal policies that target consumer […]
US 500 Calms Down After Hitting New Record High
US 500 index climbed to new record highs last week But got rejected and has […]
More Stimulus Before Holiday
The week kicked off with another bull run in Chinese stocks on further stimulus news. […]
Stimulus and Political Surprise in Asia Drive Market Sentiment
Unexpected developments from Asia significantly influenced global financial markets last week. China’s surprise stimulus measures […]