The Euro area economy is bottoming out but it’s happening at a snail’s pace
Markets The slight US Treasury underperformance vs Bunds throughout the day yesterday deepened in the wake of some…
Read MoreCEE: Czechia with lower real interest rates than Hungary
On the radar Retail Sales in Poland grew by 3.1% y/y in August in real terms. In Slovenia…
Read MoreTrump-Xi Jinping meeting to dominate amid TikTok claims
FTSE 100 lags as borrowing levels rise. Bank of Japan lay out plans to sell ETFs. Trump-Xi Jinping…
Read MoreGBP/JPY braces for volatility
GBPJPY pulls back from highs as BoJ hike scenario gains support. Short-term bias stays bullish, a new volatile…
Read MoreQuintuple play powers markets to new highs as tech surges, but valuations and RSI signal caution
It was a quintuple play! 5 new closing highs! Is the S&P extended? What is the RSI saying?…
Read MoreChina slows and Fed eases: How weak demand and diverging policy are shaping markets
Oil, gold, and global risk assets are navigating a new era of uncertainty. Recent data from China has…
Read MoreWeek ahead: US PCE rates on the horizon
The week is nearing its close and we open a window at what next week has in store…
Read MoreWeek ahead – Fedspeak and US data to set the tone in markets
Dovish Fedspeak and soft PCE data may dent the dollar’s recovery. US-China negotiations continue, as yuan’s appreciation lingers.…
Read MoreWeekly focus: Central banks on a relatively steady course
The September round of central bank meetings is nearing its end with perhaps a surprising sense of stability…
Read MoreBoE in focus after dovish Fed
Important news for the day Thu, 18th, 13:00 CET UK BoE interest rate decision Thu, 18th,…
Read More