Please try another search
The 10Y UST yield still has upside. The 2Y looks fine as is The BoE decision has become a closer call than anticipated Today’s events and market view The 10Y UST yield still has upside. The 2Y...
USD: FOMC won't be a huge event for the dollar EUR: Might slip back to 1.0600 in a hawkish Fed surprise scenario GBP: Big CPI miss makes tomorrow's BoE meeting an even closer call BRL: BCB to deliver...
USD: Positioning consolidates in favour of dollar ahead of key events EUR: ECB addressing excess liquidity? GBP: Underperforming into the BoE CAD: Inflation data important after strong jobs...
Energy: Brent timespreads strengthen Oil prices remain well supported, with ICE (NYSE:ICE) Brent edging closer towards US$95/bbl as the market continues to become increasingly concerned over the...
We're expecting one final rate hike from the Bank of England this week with wage growth and inflation both proving stubborn. But recent comments show the Bank is laying the ground for a pause, and...
USD: Dollar looks likely to hold gains EUR: Soft week culminates in the flash September PMIs GBP: 25bp BoE hike widely expected on Thursday CEE: CNB's last words before blackout period USD: Dollar...
US: We except to see the Fed leave interest rates on hold UK: Bank of England to hike rates further, but don’t rule out a pause Sweden: Riksbank set for a further 25bp rate hike Norway: Norges...
Markets are torn. Will the ECB hike this week or not? We think it will, but we look at how different scenarios can impact rates and FX. Even in our base case, we suspect that convincing markets that...
USD: Focusing on OPEC production figures and the NFIB survey today EUR: Propped up into Thursday's ECB GBP: Wage data not as hawkish as it looks KRW: The benefits of deliverability USD: Focusing on...
Energy - Middle distillate strength The oil market ended little changed yesterday with ICE (NYSE:ICE) Brent still hovering above US$90/bbl. The tightness in the market and expectations that this...
USD: BoJ and PBOC drive dollar lower EUR: Some support before the ECB GBP: Data check this week NOK: Inflation slowdown not too important USD: BoJ and PBOC drive dollar lower The seemingly...
US: The general theme likely to be higher inflationIt is a very big week for US data as the last major reports ahead of the Federal Reserve’s September FOMC meeting come in. Consumer and...
Energy - LNG strike action set to start Metals – China’s gold reserve increase further Agriculture – Thai sugar output to drop Energy - LNG strike action set to start The rally in...
USD: No reason to unwind dollar longs The dollar is consolidating near the highest levels since March as US data continues to surprise on the upside. Following the above-expected ISM Services index...
Corporate price expectations are continuing to fallWith two weeks to go until the next Bank of England rate decision, there’s a growing sense that the rate hike cycle is reaching its peak. That...
Volatile and elevated refinery margins likely to remainRefined product markets witnessed significant strength over the northern hemisphere summer, which helped to drive refinery margins to their...
USD: 2024 part of the USD curve driving dollar higher September has so far seen the dollar’s bullish momentum cement, and DXY is testing the 105.00 levels this morning – the highest seen...