Thursday, 22 September 2022 Please click here to read the PDF version Markets • Russian President Putin’s announcement of a partial mobilization raised concerns on the next episode in the war in Ukraine. It triggered a European risk off with higher European gas and oil prices, a temporary decline in Read more…
Sunset Wednesday, September 21, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets: • The presumed calm of the countdown to this evening’s Fed decision was abruptly unsettled by a speech of Russian president Vladimir Putin around the start of European dealings. Putin announced a ‘partial mobilization’ Read more…
Wednesday, 13 April 2022 Please click here to read the PDF version. Markets • Yesterday’s US CPI caused investors to take a step backward and assess the standing uptrend in US/global yields. Both the headline CPI (1.2% M/M and 8.5% Y/Y) and core (0.3% M/M and 6.5% Y/Y) reached the Read more…
Sunset Thursday, March 31, 2022 Daily Market Overview Click here to read the PDF-version of this report. Markets • ECB chief economist Lane spent most of today’s speech in Paris reminiscing on the ECB’s “successful” monetary policy response to the pandemic. He took the opportunity as net asset purchases under the Pandemic Emergency Read more…