Decoupling S&P 500
Last Friday’s inflation revisions in the US were insignificant and hinted that inflation in the […]
Central Bankers Work to Recast Rate Expectations, Yet Market Optimism Remains Unwavering
Last week’s financial markets were characterized by a mix of resilience, speculation, and divergent central […]
Diving into the CPI Numbers
The strong demand for the US 30-year bond auction, that followed two other strong 3 […]
Fed’s Barkin Says Rate Cuts Will Have to Eait
In focus today The last trading day of the week bids us mostly Tier-2 data […]
Euro Doesn’t Give the Impression to be Able to Really Profit from (Temporary) USD Softness
Markets US and European bond yields both ‘rebounded’ 2-3 bps yesterday after Tuesday correction. YTD […]
SP 500 Hits Record, Chinese Deflation Deepens
Hawkish comments from the Federal Reserve members continued to make the headlines in the US, […]
Chinese Inflation Still Negative
In focus today We have a light schedule on for today. In the US we […]
Chinese Investors Still Ponder Impact of Authorities to Arrest Equity Sell-off
Markets Amid a very thin eco calendar, core bonds yesterday found some relief after the […]
German Factories Orders Get Boost from Major Airplane Orders
In focus today The Polish central bank announces its base rate at 14.30. We expect […]
Turning the Mill With Carried Water
The selloff in US bonds extended to a second day on the back of crowded […]
ISM Data Points to a Stronger Than Expected US Service Sector
In focus today Focus in the euro area is on retail sales for December. Private […]
It Might Take Until Summer for Fed to Start Easing Cycle
Markets Fed Chair Powell signaled last week that the Fed wants additional confirmation that the […]