Monday, 3 October 2022 Please click here to read the PDF version Markets • We had important inflation figures due on Friday. The price surge hit double digits in Europe while the Fed’s preferred gauge in the US (PCE (core) deflator) topped expectations too. But with the third quarter drawing Read more…
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…
Tuesday, 19 July 2022 Please click here to read the PDF version Markets • Especially European markets yesterday showed a remarkable risk-on mood despite multiple event risks (ECB meeting, Italian political crisis, Russian gas supply to Europe, EMU PMI’s) looming large over the next days. Several (also hawkish) governors last Read more…
Sunset Tuesday, June 14, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • Sterling isn’t having its best day. Cable touched its lowest level since March 2020 at 1.2064 and is extensively testing final support (1.2081; 76% retracement on 2020/2021 rally) before the March 2020 low at Read more…