In focus today In the euro area, focus turns to the flash inflation data for November. On Friday we received data from the biggest four countries, which came in lower than expected pointing to unchanged headline inflation at 2.1% y/y and core at 2.4% y/y in November in line with our initial forecast but below […]
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While the war in Iran wreaks havoc on the stock market, the real economy is also showing signs of stress, particularly in the labor market. This week, the Federal Reserve Bank of New York released Read more…
Oil and gas prices shoot up, upending rate cut bets as inflation fears return. Stocks tumble amid surging bond yields and stagflation risks. Markets increasingly price in a prolonged Iran conflict. Did Trump just shoot Read more…
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