European Rates: Euro and UK inflation markets summer update
Euro area core inflation may slip to 2.1% in August and stay there in September, with pressure likely coming later in the fourth quarter from...
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Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD
The US dollar remains strong amidst market volatility, the shutdown sets a new record, Eurodollar volatility persists, JPMorgan analyzes AI's...
111 Views
Global FX and Rates: Yield curve steepening, payrolls and FX hedge ratios
The steepness in bond curves across the US, Europe, and UK has deepened due to various drivers, making it challenging to fade the steepness in the...
236 Views
Global Rates: Euro area and UK rate markets into the end of summer
Market participants are not expecting a rate cut at the ECB's September meeting, as the central bank's rhetoric has shifted towards a more hawkish...
314 Views
Global FX: Can USD weakness continue, Russia/Ukraine Scenarios and what’s next for GBP
The dollar index has been consolidating for the past two months, with the potential for a weakening dollar due to conditions on a global scale and...
271 Views