Tuesday, 6 September 2022 Please click here to read the PDF version Markets • Energy stayed the dominant trading theme on European markets yesterday. Gas prices surged as much as 36% intraday before the panic subsided somewhat. Eventual gains for natural gas amounted to about 15%. Oil prices also rose Read more…
Monday, 5 September 2022 Please click here to read the PDF version Markets • US payrolls added a robust 315k but a downward two-month revision, slowing income growth and an unusually large uptick in the participation rate drew the attention. It smoothed off some of the sharpest edges in terms Read more…
Tuesday, 16 August 2022 Please click here to read the PDF version Markets • Disappointing July Chinese eco data and some PBOC monetary policy easing were the main talking point at the start of the new trading week. The Chinese central bank cut its 1-yr medium term lending facility rate Read more…
Wednesday, 6 July 2022 Please click here to read the PDF version Markets • The relative calm that (temporary) returned to markets on Monday didn’t last long. A bit strange, yesterday’s huge market swings weren’t triggered by US investors returning from the 4th of July holiday. It was mainly European 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 Monday, April 4, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • (European) markets took a hesitant start to the new trading week. Today’s eco calendar was thin and data with market moving potential will also be scarce for the remainder of the week. So, the Read more…