BRIDS Market Pulse : Chart of the week – Foreign Equity Flow Returned to JCI
The names of Minister and Vice Minister announced in President Prabowo’s cabinet comprise representation of political parties (ex-PDIP) and...
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EUR Rates: Highway to Neutral
The ECB’s Governing Council is split between those still more worried about inflation risks and those starting to worry more about labour market...
266 Views
EUR rates: Paying the front
Most risky assets have recovered the lost ground from the US recession scare. Central bank pricing has not! It will take quite a shock quite soon...
284 Views
Major forecasts: Inflation low enough for the Fed
We do not however share the market perception about an imminent recession and believe the Fed will not need to cut faster than 25bp/quarter,...
287 Views
Major forecasts: It’s all data dependent
We think the most likely path for the ECB remains one of quarterly rate cuts, while we see the Fed slashing rates in December. EUR/USD could fall...
456 Views