French Budget Talks Enter Final Stage
In focus today Today, focus turns to French politics as lawmakers reach the final stage […]
ECB Cuts Rate amidst Divergent Euro Area Growth
In focus today Today, we look out for January inflation data for Germany and France, […]
Fed Policy Meeting a Non-Event
Markets Yesterday’s Fed policy meeting was a non-event. The US central bank kept rates steady […]
Stuck Between a Rock and Trump
I was clearly not alone thinking that Monday’s AI selloff triggered by DeepSeek news was […]
Look Out for Three Musketeers – Riksbank, BoC and Fed
In focus today We expect the Federal Reserve to pause its cutting cycle tonight and […]
China’s DeepSeek R1 AI Model Sparked Risk-off Across the Board
Markets China’s DeepSeek R1 AI model sparked risk-off across the board. It was yesterday’s main […]
Calm on the Macro Front
In focus today From the US, December durable goods orders and January consumer confidence index […]
BOJ as Expected Raised Policy Rate by 25 bps to 0.50%
Markets Markets initially still looked for direction as they tried to take stock of the […]
Trump Rocks the Boat
US yields and crude oil fell, and the S&P500 extended gains to a fresh ATH […]
Europe Faces ‘Peak Pessimism’
In focus today Today, we receive the January PMI index for both the euro area […]
Fed Preview: Not Stealing the Spotlight
We expect the Federal Reserve to maintain the Fed Funds Rate unchanged at 4.25-4.50% in […]