Rates Spark: Markets Are Still Digesting Biden's Departure
US Biden's withdrawal did not have a material impact on EUR rates. The biggest impact for Treasuries was a late-in-the-day rise in yields. Weaker growth data later this week should help the EUR curve steepening. The ECB's Survey of Monetary Analysts shows a well-anchored ECB terminal rate of 2.25%.
Seeking Alpha · 8h ago
Short Covering Squeezes The Yen Higher
Seeking Alpha · 8h ago
Weekly Report: what happened at OEUR last week (0715-0719)?
Weekly Report · 1d ago
Dollar Mixed As Markets Digest U.S. Political Developments
Seeking Alpha · 1d ago
ECB: Next Stop, September
Seeking Alpha · 3d ago
Global Consumer Spending Shows Resilience In Second Quarter
Seeking Alpha · 3d ago
Weekly Market Outlook: U.S. PCE, GDP, And Earnings Expected To Drive Volatility
Home Market Outlook Today's Market Weekly Market Outlook: U.S. PCE, GDP, And Earnings Expected To Drive Volatility. This week, markets were influenced by trade war fears, US political developments, and a global cyber outage. In Asia, the Japanese yen weakened, and Chinese authorities remained silent on economic goals. Next week, US PCE and GDP data will be key drivers of market volatility.
Seeking Alpha · 3d ago
Rates Spark: Lagarde Clear About Not Committing To Cuts
Seeking Alpha · 4d ago
Asset Allocation Committee Outlook Q3 2024: Policy And Politics
Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.
Seeking Alpha · 5d ago
Rates Spark: ECB Unlikely To Satisfy Doves
European Central Bank is not likely to cut at this meeting and will likely refrain from committing to future cuts. Markets are already pricing in two more 25bp cuts for this year. In the US, the momentum is stronger towards a rate cut. In France, the political challenges continue to evolve but markets remain unmoved.
Seeking Alpha · 5d ago
Rates Spark: Pricing Of ECB Cuts Facing Limits
Market pricing for 2024 ECB cuts looks stretched. Markets are now pricing in 48bp of ECB cuts in 2024, just shy of two full 25bp cuts. Three UK rate cuts still on the table this year. The Fed’s Beige Book is scheduled for later today.
Seeking Alpha · 6d ago
Global Economic Outlook: July 2024
Seeking Alpha · 6d ago
Rates Spark: Trump Assassination Attempt Contributes To Steeper Curves
Seeking Alpha · 07/16 12:00
Weekly Report: what happened at OEUR last week (0708-0712)?
Weekly Report · 07/15 11:01
Dollar Consolidates To Start The New Week
Seeking Alpha · 07/15 10:58
Could Labour's Victory Benefit European High Yield?
New U.K. Government’s manifesto contains a number of policies that are likely to support some sectors within the European high yield universe. The government is hoping to support the construction of 1.5 million new homes within the next five years. The construction sector could also benefit from the government's green energy initiatives.
Seeking Alpha · 07/13 08:55
Rates Spark: Dip In U.S. Inflation Keeps Rates Looking Down
Seeking Alpha · 07/12 08:12
Today's Battle: Soft U.S. CPI Vs Stretched Momentum Indicators And Two Fed Cuts Discounted
Focus today is on the US CPI report. The dollar is trading with a softer bias against most of the G10 currencies. The euro briefly traded above $1.0850 for the first time in almost a month. Europe's Stoxx 600 is extending yesterday's 0.9% gain and is now higher for the week.
Seeking Alpha · 07/11 10:50
Rates Spark: U.S. CPI Is Key For Rates Ahead
Seeking Alpha · 07/11 05:05
Reversals Of Fortune Emerge In Elections And Economies
In France, the far-left gained the most seats in the second round of the legislative election. In the UK, the Labour Party more than doubled their seats in House of Commons. Economies that have been resilient showed signs of softening in the US, Canada, and the eurozone.
Seeking Alpha · 07/10 16:30
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