French Politics in Limbo as Barnier Faces No-Confidence Vote
In focus today The no-confidence vote against French PM Michel Barnier is set to take […]
Year Ahead – What Does 2025 Hold for US Dollar and Japanese Yen?
US dollar set for bullish start to new year as Fed rate cut bets pared […]
C’est La Crise
France has stepped into the crisis mode after a series of events – that included […]
Barnier Set to Face No-Confidence Vote
In focus today Several key data prints are due for release, led by the US […]
The French Theme Will Keep Yields and Euro in a Tight Spot
Markets The front end of the European yield curve outperformed going into the weekend. Rates […]
November Tokyo Inflation Boosts Odds that BOJ Will Conduct Another Hike at December Meeting
Markets US markets were closed for Thanksgiving yesterday, leaving European markets looking for their own […]
Multiple US Data Didn’t Stop Recent Correction on Trump-Trade
Markets Multiple US data, including the closely watched PCE deflators, yesterday didn’t stop the recent […]
Focus on Euro Area Inflation Today and Tomorrow
In focus today In the euro area, focus turns to inflation data for Germany and […]
Picture for EUR/USD Looks Fragile, With Return to 1.0335 Still Very Well Possible
Markets US President-elect Trump announcing he will raise tariffs on imports from Canada and Mexico […]
Market Hope on a ‘Guarded’ Implementation of Trump Policies Seriously Challenged
Markets The rise in US yields and the dollar showed signs of fatigue lately, hardly […]
FOMC Minutes in Focus Today
In focus today Tonight, FOMC will publish minutes from its November meeting. Markets remain divided […]
Markets Draw Some Comfort from Bessent Being Trump’s Treasury Secretary
Markets The PMI’s on Friday again highlighted the divergence in growth and confidence between the […]