Sunset Tuesday, May 17, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • Market sentiment is subject to quite some wild swings. Last week, investors panicked that aggressive CB (especially Fed) rate hikes to address elevated (core) inflation would inevitably slow growth, triggering a sharp risk-off correction Read more…
Sunset Tuesday, May 10, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • Global markets entered calmer waters after yesterday’s wild risk-off. Even so, after losses of 3.0-4.0%, equities rebounding 2.0%/1.5% (EuroStoxx50/Nasdaq) isn’t enough to conclude that the repositioning has run its course. Eco data provided Read more…
Tuesday, 3 Mai 2022 Please click here to read the PDF version Markets • Markets yesterday had to cope with multiple, divergent pieces of news both on inflation and growth. Most data still suggested that the former is becoming an ever bigger hurdle for the second. Chinese data are flagging Read more…
Monday, 7 March 2022 Please click here to read the PDF version Markets • US February payrolls on Friday came in better than expected and saw an upward revision for January too. The Fed is set to kick off the hiking cycle next week, even as wage growth came Read more…