War fears among investors are declining despite horrible pictures from Bucha, new Western sanctions on Russia and no progress in Russia-Ukraine peace talks. We are definitely beyond “peak financial stress” (the VIX index is much Read more…
It’s going to be a major week for central banks ahead of the long Easter weekend, with three meetings on the way and rate hikes looking almost certain to be the outcome of at least Read more…
The Chinese economy has been hit by three new headwinds from covid outbreaks, the Ukraine war and financial stress. We expect this to delay a recovery into H2. We expect more economic stimulus, as China Read more…
We revise our ECB call slightly after the recent Governing Council (GC) comments, hawkish minutes and inflation surprises. We now look for a 25bp rate hike in both September and December 2022. Beyond that, we Read more…
The British pound has a tough time against the US dollar for more than a week now, making investors wonder when the next bullish round will take place. Next week’s session could set a new Read more…
Inflation and retail sales figures for March are the focal point for traders in the United States next week. The consumer price index (CPI) is released on Tuesday and retail sales on Thursday, both due Read more…
Markets This week turned out far more interesting than one could have guessed at the start. The economic calendar was empty but for the meeting minutes from the Fed and ECB March policy gathering. And Read more…
Tesla CEO Elon Musk’s Cyber Rodeo has twitter rocking with post-party buzz. The party may be over but the buzz is still going strong. Social media was humming one day after Tesla (TSLA) – Get Tesla Read more…
Software giant Microsoft is among the big companies that have mobilized in favor of Ukraine since Russia invaded the country six weeks ago. Russia’s invasion of Ukraine has plunged multinationals into a new paradigm: They Read more…
US stocks are edging higher after a rough week. US futures Dow futures +0.35 % at 34707 S&P futures +0.22% at 4513 Nasdaq futures +0.18% at 14562 In Europe FTSE +1.2% at 7635 Dax +1.22% Read more…