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…
Friday, 10 June 2022 Please click here to read the PDF version Markets • Yesterday, the ECB turned a page. With new staff projections forecasting both core and headline inflation to stay above the 2.0% target over the bank’s policy horizon, the ECB couldn’t but formally give the highest priority Read more…
Thursday, 9 June 2022 Please click here to read the PDF version Markets • Core bonds and stocks sold off in lockstep again yesterday as a new surge in oil prices stings. Brent crude rallied from $120.50/b to $124/b, testing the highest level since mid-March. The post-invasion top stands at Read more…
Sunset Friday, May 20, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • Coming straight from Investopedia: Bear market rally refers to a sharp, short-term rebound in share prices amid a longer-term bear market decline. It has an awful lot of similarities with the surges that Read more…
Thursday, 19 May 2022 Please click here to read the PDF version Markets • A heavy selling wave on US stock markets eventually reversed intraday weakness on core bond markets while granting the dollar a push in the back. Main US indices ceded 3.6% (Dow) to 4.7% (Nasdaq). Retailers underperformed Read more…
Monday, 16 May 2022 Please click here to read the PDF version Markets • Markets ended a volatile week in peace last Friday. Main European and US equity indices recovered 2% and more though technical pictures remain heavy, screaming sell-the-uptick. The core bond corrective short squeeze grinded to a halt Read more…
Wednesday, 11 May 2022 Please click here to read the PDF version Markets • The equity sell-off took a breather yesterday. European stocks eked out gains of less than 1%. Markets in the US slid early in the open but rebounded later, ending the session with gains for the S&P Read more…
Tuesday, 10 May 2022 Please click here to read the PDF version Markets • Bond markets are in a schizophrenic state of mind these days. Core bond yields surge at one occasion, bracing for super aggressive tightening cycles by the likes of the Fed but tumble at another when pondering Read more…
Tuesday, 26 April 2022 Please click here to read the PDF version Markets • A Chinese growth slowdown ranks as one of the biggest risks to future global growth. March data already showed the impact of lockdowns in Shanghai (still in place), with an outbreak in Beijing over the weekend Read more…