The attempt at global harmony ended in cacophony. As Emmanuel Macron’s ai summit drew to a close on February 11th J.D. Vance, America’s vice-president, bluntly set...
The relief rally in the Euro (EUR) following French election results being in line with expectations ran out of steam on Monday, and there are doubts there...
FX will be dominated by two key themes over the coming months. The first is the prospect of Marine Le Pen’s RN party coming to government....
Share: Strategists at ANZ Bank analyze the global liquified natural gas (LNG) outlook. Risks remain skewed to fundamentals becoming tighter this year, they say. Risks of...
Share: European equities trimmed some gains after the US NFP set a one-year high. Central bankers continue to weigh on investor rate cut hopes from all...
Share: The ECB left the door open for data-dependent rate cuts, but remains tepid. Earnings beats helped equities shrug off Consumer Confidence miss. BoE, Fed the...
Share: Donald Trump has at least a good chance of a second term in office. Forward-looking politics should prepare for this, strategists at Commerzbank report. It...
Share: Euro area indexes broadly higher in the mid-week. German DAX pings €16,900 level in tech rally. European manufacturing sees signs of life, but still in...
Share: HCOB Composite PMI for the Euro area improved slightly in early January. EUR/USD continues to fluctuate below 1.0900 after PMI data. The economic activity in...
Share: European equity indexes saw slim losses on Friday to wrap up another down week. Davos wrapped up with little rate clues from policymakers. Rate tantrum...
Share: Speculators’ net EUR positions have been mostly positive over the past couple of years. Economists at Rabobank analyze Euro’s outlook. Trump’s position on Nato, Ukraine...
Share: European stocks climbed, bolstered by improving risk appetite on rate cut hopes. The UK saw a slight return to growth as UK GDP rebounds. US...
Share: The Euro is broadly higher on Wednesday, gaining ground across the board. ECB’s de Guindos noted that the Eurozone could be in a technical recession....
Share: European equities declined on Tuesday amidst a thin economic calendar. UK BRC Retail Sales fell further, fueling risk-off investor sentiment. European Unemployment Rate ticks down...
Share: European equity indexes closed broadly lower on Friday after EU inflation rebounded. The end of EU energy subsidies bodes poorly for ECB rate cut expectations....
Share: The Swiss Franc finishes 2023 as the top G10 performer. Economists at ANZ Bank analyze CHF outlook. Weaker EU growth is associated with a stronger...
Negotiators from the European Parliament and the bloc’s 27 member countries overcame big differences on controversial points including generative AI and police use of facial recognition...
Share: Retail Sales in the Euro area rose modestly in October. EUR/USD continues to fluctuate in a tight channel slightly below 1.0800. Retail Sales in the...
Share: ‘Following slowing eurozone inflation European stock indices begin the last month of the year on a positive note’ says Axel Rudolph, Senior Market Analyst at...
Share: The risk of supply disruptions is likely to keep volatility high in global gas markets, economists at ANZ Bank report. Gas supply risks remain Global...