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 […]
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 […]
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 […]
Markets Poised for Nvidia Earnings
In focus today In Sweden, today’s foreign trade data for July will give some preliminary […]
Interest Rate Markets Looking for New Short-Term Equilibrium
Markets Interest rate markets were looking for a new short-term equilibrium for the post-Jackson Hole […]
Oil Price Rises on Libyan Supply Concerns
In focus today From the US, Conference Board’s consumer confidence index for August is due […]
Three Key Charts to Watch After Jackson Hole That May Impact US Stock Market
Fed Chair Powell’s speech in the Jackson Hole symposium has cemented the expectations of a […]
For Now, We Don’t Fight the Broader USD Downtrend
Markets At its keynote Jackson Hole speech on Friday, Fed Chair Powell explicitly reconfirmed the […]