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bullishMacroeconomics
20 Apr 2024 04:49Broker

EUR rates: Front-end sell-off

Rate cuts are being priced out after last week’s US CPI print, especially for the Fed where markets not only price in less than two rate cuts this...

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bullishMacroeconomics
18 Apr 2024 06:33Broker

China: Keeping up appearances

The quarterly numbers were somewhat higher than had been expected but many monthly indicators actually weakened in March.

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bearishMacroeconomics
18 Apr 2024 06:32Broker

EM Traffic Light April 2024

The risk levels remain lowin the EM Traffic Light for April.Ahead lies a year with many elections in the EM countries e.g. South Korea, India,...

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bullishMacroeconomics
18 Apr 2024 06:29Broker

DGB Update: Auction in DGB26 and DGB33 Green

DGBs are performing vs swaps on the back of German asset swap spread wideningFor the past six months German government bonds have underperformed...

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bullishMacroeconomics
16 Apr 2024 19:51Broker

Sweden Spring Bill review: Looking ahead

The government announced measures of SEK 16.8bn in the Spring budget bill for 2024, but paved the way for larger reforms next year.

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