EM Fixed Income: Parsing peace talks and payrolls
US and Iran discussing peace memorandum, market reactions, upcoming US non farm payroll, focus on Colombia and Venezuela markets, uncertainty in...
285 Views
Global Rates – And now my fears, they come to me in threes
The unemployment rate remained stable with a slight increase, while the labor market showed growth and the Fed is expected to hold rates steady...
89 Views
Global Commodities: An Inventory Detour
Overall, there is a concern over low gas inventories in Europe, particularly in Germany and Netherlands, and the need for accelerated injections...
92 Views
Global FX: Yentervention and other FX policy stories
The market is uncertain about the direction of the dollar, with optimism quickly priced in but the Japanese MOF intervening to keep the dollar yen...
91 Views
In Focus: Equity & Credit Update on AI CapEx
Companies, especially hyperscalers, are expected to increase their CapEx spending by 60 to 70% this year, with estimated growth to reach 1.3 to...
256 Views