Thursday, 6 October 2022 Please click here to read the PDF version Markets • US data came in strong yesterday. The September ADP job report hit the bar (208k with a 53k upward revision for August). The US non-manufacturing ISM stabilized at a strong 56.7 (vs 56 expected), contrasting with Read more…
Wednesday, 7 September 2022 Please click here to read the PDF version Markets • Try and stop the dollar. The greenback remains in absolute pole position against peers. Yesterday was no different. The trade-weighted DXY surpassed the 110 barrier for the first time since 2002. EUR/USD closed at a new Read more…
Sunset Monday, August 29, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • Powell’s hawkish 9-minute speech on Friday was followed by decisive commentary from ECB’s Schnabel and Villeroy over the weekend. That delivered a one-two punch to core bonds at the start of the new 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…
Sunset Wednesday, June 22, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • Here we go again. It has been a reliable roadmap over the past few months: the inflation scare dominates in the run-up to actual price data releases and central bank meetings at which Read more…
Wednesday, 22 June 2022 Please click here to read the PDF version Markets • US investors returned from a long weekend and immediately left a stamp on trading. Especially equity markets were in good shape. Main indices jumped between 2.15-2.51%. European equities had to settle for <1%. The improved sentiment 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…