Monday, 4 April 2022 Please click here to read the PDF version Markets • Record-high EMU inflation (7.5% Y/Y in March) and stellar US payrolls (431k; 3.6% unemployment rate) hijacked headlines last Friday. They kept the US bear flattening trend in place even if oil prices remained near recent lows Read more…
Sunset Friday, March 18, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • It has been a hectic week for markets. There were positive signals coming from the Ukraine war about “significant progress” being made on peace talks only to be rebuffed by the Kremlin one Read more…
Sunset Thursday, March 17, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • The Bank of England hiked its policy rate for a third consecutive meeting by 25 bps, from 0.50% to 0.75%. The policy rate now equals the one in place when Covid struck. Unlike the Read more…