Commodity Currencies Trade in the Defensive
Markets European stocks opened in red, ended in green. German yields added some 3-4 bps, […]
Growth Expected to Pick Up Modestly Towards 2025 in Europe Including the Nordics
In focus today This morning, we published our Nordic Outlook with updated economic forecasts. We […]
And September Arrives
August ended on a positive note. Friday’s data showed that the US PCE and the […]
Rate Cut Hopes Eclipse Recession Concerns, Dollar Tracks Rising Yields
In the final week of August, financial markets delivered unexpected developments that caught many by […]
Weekly Focus – Jobs Report Set to Guide Central Banks in September
Markets were in waiting mode ahead of final pivotal data releases before September’s round of […]
EMU August Flash CPI Probably Will Confirm Yesterday Trends from Germany and Spain
Markets Fixed income and FX markets yesterday had to cope with a divergent message from […]
Sentiment Remains Strong Despite Nvidia
Yesterday was could’ve been worse. A more than 6% drop in Nvidia somehow limited the […]
Energy Base Effects to Drive EA August Inflation Down, Focus on Services Price Momentum
In focus today We expect the euro area inflation data today to show that headline […]
Dollar for Now Fails to Build on Yesterday’s Rebound
Markets More technical, order driving trading for global markets yesterday. An almost empty eco calendar […]
Today and Tomorrow, Attention Shifts to Economic Data
Nvidia generated a record $30bn in sales in Q2 – up by 122%, the profits […]
CPI from Spain and Germany to Give Direction for Tomorrow’s EA Print
In focus today The focus in the Nordics for today will be the Q2 GDP […]
For Yields and Dollar Some Further Consolidation on the Cards
Markets Core interest rate markets yesterday tried to further build on a tentative pause/bottoming out […]