Trump Trade Roars Back, Dollar in Correction, Commodity Currencies Tumble
The resurgence of “Trump Trade” last week reignited optimism across financial markets, driving US stocks […]
Signs Growing Euro Area Markets Nearing Peak Pessimism
Markets Rassemblement National’s Le Pen in interview with Bloomberg caused a sigh of relief across […]
Macron on the Hunt for a New Prime Minister as Barnier Resigns
In focus today The main data event will be the US Jobs Report for November. […]
Barnier Turned Out to be France’s Shortest-Serving Prime Minister
Markets Barnier turned out to be France’s shortest-serving prime minister since the establishment of the […]
Uncertainty Looms in French Politics After Barnier’s Ousting
In focus today President Macron is faced with the difficult task of appointing a new […]
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 […]