US Treasuries Rally Overnight With Front End of the Curve Outperforming.
Markets The ECB cut its deposit rate by 25 bps to 3.5% while narrowing the […]
Industrial Production and Inflation Expectations in the Spotlight
In focus today In the US, the University of Michigan’s preliminary consumer sentiment survey for […]
ECB Expected to Cut Deposit Rate for Second Time This Year
Markets US yields finished 0.3 bps (30-yr) to 4.6 bps (2-yr) higher yesterday in a […]
ECB to Cut Rates by 25bp
In focus today Today, the ECB is widely expected by both analysts and markets to […]
ECB Meets as Fed Doves Wave Goodbye to Jumbo Cut
The latest US CPI data, and the reaction to data was mixed on Wednesday. The […]
Gold Technical: Poised for a Potential Bullish Breakout as US CPI Looms
In the past four weeks, Gold (XAU/USD) has traded in a tight range environment below […]
All Eyes on US CPI Today
In focus today In the US, the August CPI is due, where we forecast headline […]
Harris and Trump in Their First Face-Pff
In focus today In the US, we get the NFIB Small Business Survey. Also, Fed […]
More volatility: Yes. More Certainty on Fed: no
Markets More volatility: yes. More certainty on the outcome of next week’s Fed meeting: no. […]
Low Spirits
Last week ended on an ugly note, really, as the jobs data from the US […]
An Eventful Week Ahead
In focus today In the euro area, we receive the Sentix investor confidence indicator, which […]
Market Jitters Rise as Indecisive Fed Outlook Sparks Risk Aversion Across Assets
Investors expressed clear dissatisfaction with last week’s US non-farm payroll report, not much due to […]