Friday, 6 May 2022 Please click here to read the PDF version Markets • On Wednesday the Fed hiked its policy rate 50 bps and signaled more such steps to come. At the same time, chair Powell said that 75 bps steps were not on the table. This message at Read more…
Thursday, 7 April 2022 Please click here to read the PDF version Markets • FOMC Minutes took centre stage yesterday and rightly so. They confirmed willingness from Fed governors to step up the tightening cycle. Many participants noted that one or more [half-percentage-point] increases in the target range could be Read more…
Monday, 4 April 2022 Please click here to read the PDF version Markets • Record-high EMU inflation (7.5% Y/Y in March) and stellar US payrolls (431k; 3.6% unemployment rate) hijacked headlines last Friday. They kept the US bear flattening trend in place even if oil prices remained near recent lows Read more…
Sunset Friday, March 18, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • It has been a hectic week for markets. There were positive signals coming from the Ukraine war about “significant progress” being made on peace talks only to be rebuffed by the Kremlin one Read more…
Sunset Thursday, March 17, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • The Bank of England hiked its policy rate for a third consecutive meeting by 25 bps, from 0.50% to 0.75%. The policy rate now equals the one in place when Covid struck. Unlike the Read more…
Friday, 4 February 2022 Please click here to read the PDF version Markets • A hawkish hike and a hawkish hold. The Bank of England raised rates by 25 bps to 0.50%, initiated the natural roll off of the balance sheet and will actively start selling from the corporate bond Read more…
Sunset Thursday, February 3, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • The Bank of England did what it was supposed to do: raise rates. The MPC agreed on a 5-4 basis for a 25bps hike to 0.5%. The four members voting against were actually Read more…
On 05/11/2021 TraderTalent.com is bringing you Bryan Noble. U.S. Equity Markets rose as Jobless Claims fell to a 19-month low, led by the 1.25% surge in the NASDAQ 100, as yet again the NDX and S&P closed at new all-time highs. Employment data was the big driver of the day. Read more…