Fed Waller Suggests Delaying Rate Cuts by a Few Months (!) Should Not Have Substantial Impact
Markets “What’s the rush?” Fed governor Waller briefly and brightly summed up the string of […]
Up Go Stocks, Down Go Bonds
We knew that yesterday was going to be a good day – at least for […]
AI Surge Fuels Stock Market Gains
In focus today The main event today will be the German Ifo print for February. […]
No Surprises in FOMC Minutes
In focus today The key events today will be the February flash PMIs from the […]
January FOMC Minutes Confirmed Most Participants Noting Risk of Moving Too Quickly to Ease
Markets Weakness in core bonds was the sole exemption to another wise dull trading day […]
Will FOMC Minutes Give Clues on the Timing of Rate Cuts?
In focus today Today, we receive euro area consumer confidence figures for February. Consumer confidence […]
Dollar Turns to Fed Minutes for More Fuel
Minutes of latest Fed meeting will be released at 19:00 GMT Wednesday Given strength of […]
Bearish Yields Could Send US Dollar Lower
US Yields have topped back in October 2023 with sharp leg down, which is from […]
Swedish Inflation Data Kicks Off the Week
In focus today This morning we will get Swedish inflation data for January. We expect […]
Market Optimism Endures Through a Week of Economic Paradoxes
This past week showcased a rollercoaster of economic revelations and market responses. Despite a mix […]
US Data Wraps Up This Week
In focus today In the US, the University of Michigan’s preliminary consumer survey (including inflation […]
Strong January UK Retail Sales Push Sterling and UK Yields Higher
Markets US eco data were too plenty yesterday to give a clear signal for trading. […]