Weekly Economic & Financial Commentary: Economic Activity Continues to Fly High
Summary United States: Economic Activity Continues to Fly High Data on the retail and manufacturing […]
The Weekly Bottom Line: Yields Drift Higher, As Macro Narrative Shifts
U.S. Highlights The big news this week was U.S. Treasury yields reaching the highest point […]
Performance of Key Market Instruments When 10-year US Yield Rises Above 4%
August is traditionally seen as a quiet month, but once again significant developments are taking […]
Week Ahead – All Eyes on the Jackson Hole Symposium
It’s a light week in terms of economic data, with the most important releases being […]
Weekly Focus – PMIs Next Week Could Be Decisive for ECB and Fed
Over the last week, we have seen bond yields trend upwards, probably driven by a […]
Dollar Gained Some Ground But Failed to Really Gain Momentum
Markets Both the US 10-yr and 30-yr yield tested the autumn 2022 cycle high yesterday, […]
The Everything Selloff
The global selloff intensified yesterday, after the FOMC minutes released Wednesday highlighted that the Federal […]
Norges Bank to Hike 25bp Today
Market movers today Today’s main event is the Norges Bank meeting. In June, Norges Bank […]
Market Sentiment Remains Cautious
Market movers today Following up on yesterday’s inflation data from Sweden which came in well […]
The Chinese Central Bank Cuts Rates
Market movers today Tuesday kicks off with inflation data out from Sweden. Again, and despite […]
US Yields Keep Rising Given Speculation of More Hawkish Federal Reserve
Market movers today The week kicks off in a quiet fashion as many Europeans are […]