Tuesday, 27 September 2022 Please click here to read the PDF version Markets • We cannot but kick off with the UK again. Aggressive selling in UK bonds and the pound prompted a coordinated response by Treasury and the Bank of England. Markets were all but impressed. UK yields again Read more…
Friday, 19 August 2022 Please click here to read the PDF version Markets • An avalanche of Fed members hit the wires yesterday, especially during US trading hours. Voting member St.-Louis Fed Bullard argued in favour of a third consecutive 75 bps rate hike in September. In a WSJ interview, Read more…
Tuesday, 31 May 2022 Please click here to read the PDF version Markets • Surprisingly high and accelerating inflation in Belgium, Spain and Germany defined an exclusively European trading session yesterday (US closed for Memorial Day). European/German yields were already headed north at the open in an attempt to shake Read more…
Monday, 2 Mai 2022 Please click here to read the PDF version Markets • The balance between growth and inflation still was the talk of the town on Friday and will likely continue dominating the debate. EMU growth slowed to 0.2% Q/Q from 0.3% resulting in a 5.0 Y/Y. Few 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…