Flash PMIs in focus
In focus today Today all eyes are on the euro area December flash PMIs as […]
Inflation Pressures and Yield Surge Anchor Dollar as Top Performer
Dollar ended as the strongest performer last week, boosted by a surge in U.S. Treasury […]
ECB Lowered Interest Rates by 25bp as Widely Expected
In focus today In the euro area, we receive data on industrial production from October, […]
Year Ahead – Gold’s Golden Year: Will It Shine Even Brighter in 2025?
Gold has added almost 30% during 2024 Fed policy could continue to impact the precious metal in 2025 Geopolitical tensions […]
ECB Will Conduct a Third Consecutive (and 4th in total) 25 bps Rate Cut
Markets November US CPI data came in bang in line with consensus. Monthly growth of […]
Rates and Chips
Yesterday’s US inflation data was the last possible barrier to the much-expected extra 25bp cut […]
Upside Surprise in US CPI Will Strengthen January FOMC Pause
Markets German Bunds outperformed US Treasuries and UK Gilts yesterday as we approach final policy […]
Expect More Sentiment-Driven Trading Today
Markets The Chinese Politburo’s directive changed risk sentiment at the start of European trading from […]
Scandi Releases and China in Focus Overnight
In focus today In Norway, we expect core inflation to remain unchanged at 2.7% y/y […]
US Treasuries’ Outperformance vs German Bunds Didn’t Help EUR/USD
Markets US November payrolls cemented the case for a 25 bps rate cut by the […]