US and European equity markets rebounded yesterday as global investors digested the latest US tariff shake-up and the AI fear trade eased. LegalZoom, for example, which had been heavily hit by fears that Anthropic’s Claude Read more…
In focus today In the euro area, the final January inflation data is released. We expect it to confirm the flash release of 1.7% y/y in headline and 2.2% y/y in core. As there were Read more…
Daily Pivots: (S1) 1.3686; (P) 1.3705; (R1) 1.3719; More… USD/CAD edged higher to 1.3724 but quickly retreated. Intraday bias stays neutral for the moment. Consolidations from 1.3480 is in progress and stronger rebound might be Read more…
Dollar fell broadly again today, pressured by renewed risk appetite as global equities pushed higher. The greenback struggled to attract safe-haven demand despite lingering geopolitical and trade uncertainties, with investors favoring higher-beta currencies instead. Asian Read more…
Key takeaways RBA may maintain hawkish stance: Australia’s core CPI rose to 3.4% y/y in January, above expectations. Markets are now pricing another hike in May, reinforcing a tightening bias. Yield spread favours AUD strength: Read more…
From the January 23 high, EURJPY completed a measured three‑swing pullback that reached 180.78. This decline has been identified as wave (4) within the broader Elliott Wave structure. Following the completion of this corrective phase, Read more…
Fiscal anxiety has pushed yields far but fundamentals still point to a 2.0% yield for the 10Y bond in Japan. There has been a lot of concern around Japan’s bond market, centred around the impact Read more…
A touch stronger than expected, with minimal risk to our March quarter estimates. Electricity and garments & footwear boosted the January CPI more than expected. In the month the Trimmed Mean was as expected with Read more…
Craft breweries have suffered a significant downturn since 2023, which experts have called the craft beer apocalypse. The craft beer industry downturn began with a historically dismal year in 2023, recording 385 brewery closures for Read more…
Australian Dollar strengthened following January’s stronger-than-expected CPI data, but the move has resembled a “steady climb” rather than a “breakout surge”. While markets interpreted the firm headline and core readings as reinforcing the hawkish stance Read more…