A Meli-Melo of Politics and Economics
We have different moods on different continents this week. The European equities remained under the […]
Will Bank of Japan Hint at a July Hike?
Investors see decent chance for BoJ hike in July But struggling economy complicates the policy […]
ECB’s Lagarde Clearly Stated One Should Not Expect Rate Cuts at Predetermined Pace
Markets It’s telling that core bonds do not gain when markets are in risk-off. German […]
Macron Calling for French Snap Election Shakes Markets
In focus today In the US, NFIB’s small business optimism index is due for release […]
French Election Risk Likely to Keep Euro Under Pressure in the Build-up
Markets The US market needle again points in the direction of a December rather than […]
Strong US Labour Market Report Sends Yields Sharply Higher
In focus today Today, in the euro area, we receive the Sentix investor confidence indicator […]
ECB Cuts Rates as Expected, US Jobs Report Today’s Main Event
In focus today Today’s main data event will be the US May Jobs Report. We […]
Focus Turns to Europe and to ECB Today
Markets Make it five. Five consecutive days of rallying US Treasuries on the (consequences of) […]
Could Stronger US Data Force a Fed Rate Cut?
Markets crave weaker US data to support their rate cut expectations Strong data this week […]
EUR/USD to Hold Below 1.09 Given the Risk of Euro Weakness
Markets The three-day Treasury rally morphed into a four-day advance yesterday. The common theme is […]
Groundhog Day on US Interest Rate Markets
Markets Groundhog day on US interest rate markets. At the end of April, US money […]