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 […]
Weak Euro Area PMIs Raise Concerns Over Growth Outlook
In focus today Today, in Germany we receive the Ifo growth indicator for November. After […]
Euro Weakens Sharply, Sterling and Swiss Franc Also Under Pressure
Euro stole the limelight last week with a steep selloff triggered by poor activity data. […]
Euro Area PMIs Set Stage for ECB
In focus today Today, in the euro area we receive November PMIs, an important factor […]
US Money Markets Now Put Probability of 25 bps Fed Rate Cut in December at Only 50%
Markets Geopolitical developments keep hijacking headlines. Risk sentiment improved at the start of yesterday’s trading […]
The Beginning of the Worries
Nvidia announced another very strong quarter after the bell. The company surpassed its own revenue […]
Euro Area Consumer Confidence Out Today
In focus today Today, in the euro area we receive data on consumer confidence for […]
San Francisco Fed Economists Said US Labor Market Still Adding to Inflationary Pressures
Markets US Treasuries followed last week’s recipe. Testing the recent low (area; depending on the […]
Focus on Euro Area HICP Inflation
In focus today Today, in euro area we receive final October HICP inflation data. This […]
Higher Front-End US Yields Served Dollar Well Recently
Markets Volatility remains high in the US Treasury market. We believed that Wednesday’s in-line with […]
US Retail Sales and Industrial Production to Conclude the Week
In focus today From the US, October retail sales and industrial production data will provide […]