Wednesday, 15 June 2022 Please click here to read the PDF version Markets • Yesterday morning, it looked that especially US bonds were be ripe for a pause after the recent sharp sell-off ahead of today’s Fed policy meeting. In the end though, the established trends remained firmly place. Eco Read more…
Sunset Monday, June 13, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • What a way to start the week. The US inflation print published on Friday continued to reverberate through markets. It already began in Asian dealings before traders in the region smoothly passed on Read more…
Sunset Monday, April 11, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • The new week starts the way it ended last Friday: with a new bond sell-off. The trend of higher yields is definitely not new but received new impetus from the Fed and ECB Read more…
Tuesday, 29 March 2022 Please click here to read the PDF version Markets • The violence to which bonds sold off in Asian dealings yesterday eased a bit in European and US trading hours. The Japanese 10y yield stayed marginally above the 0% + 25 bps upper limit for most Read more…
Wednesday, 2 March 2022 Please click here to read the PDF version Markets • The war in Ukraine yesterday again triggered an outright risk-off session. The uncertainty on how far the conflict will go is evidently the first concern. However, from an economic point of view, markets fear a new Read more…