Expect Fed to Raise Terminal Policy Rate to 5% and Perhaps Even More
Markets US CPI eased more than expected in November to 7.1% headline and 6% core […]
All Eyes on the US CPI
Market movers today The market highlight today will be the US CPI for November. We […]
‘Quite before the (potential) storm’ on markets today
Markets ‘Quite before the (potential) storm’ on markets today as investors are counting down to […]
Risk-off/Wait-and-See Approach Makes Perfect Sense
Markets Friday’s session had some interesting features in store. European traders eyed the second voluntary […]
Fed Preview – Tightening Pressure Persists into 2023
Despite the strong November Jobs Report and ISM Services, market seems convinced that Fed will […]
Markets and Fed are on Collision Course
Markets A third consecutive session of low trading volumes saw US Treasuries jump significantly higher. […]
Equities, Oil Fall, Bonds Gain on Recession Fears
Stocks fell for a fifth day, but the sovereign bonds gained, a hint that the […]
Sour Risk Sentiment and China Eases COVID-19 Restrictions
Market movers today Today we get German industrial production data for October. Consensus is looking […]
Dollar Caught a Break Thanks to Yield Support and Risk-off Setting
Markets “All” it took for US investors to digest Friday’s strong payrolls was a weekend […]
Strong US Data Stokes ‘Rate Fears’ and Curbs Risk Appetite
Market movers today Today, Germany releases factory orders for October where consensus expects a stabilisation […]