Market Overview

Market Movers Euro money supply and bank lending figures are due for release. The progress seen in these figures might suggest a small upside risk to economic growth in H2. This could follow if higher...

The Emerging Markets have become the weak link in the global economy and represent the biggest risk factor currently.We look for Chinese growth to stay around 6½-7% in the coming years, while...

The Macro Outlook:Jamie Dimon doesn’t want to talk about the Fed “It’s a lot of chatter about nothing. I don’t want to add to that chatter. Let the Fed decide when they want to...

We see an attractive risk/reward in long-dated ASW spreads in SGBs. Our favourite pick is SGB1058 (May 2025).To Read the Entire Report Please Click on the pdf File Below.

By cutting out the middlemen, our pension funds are harnessing the power of their capital.While American politicians talk about changing public policy to increase investment in U.S. infrastructure,...

Market turbulence? Check? Heightened concerns about economic growth—globally and for the US? Check. Does this mean that the Fed won’t raise interest rates this year? Not necessarily. Or so...

In stark contrast to the upcoming final second-quarter GDP figures due tomorrow was today’s durable goods data, which showed the US economy continues to edge toward a recession despite the...

US stocks extended losses on Wednesday as market sentiment remained subdued after falling manufacturing PMI reading for September pointed to slowing growth in China. The dollar weakened slightly with...

German business sentiment unexpectedly rose in September, the Ifo Institute said on Thursday, suggesting that Europe’s export engine is taking slowing Chinese growth in its stride for now.The...

We had several ECB speakers yesterday and the impression they left was one of “we are ready to do more if necessary, but it’s too early to tell if more is necessary.” First up was...

Key PointsFlash Japan Manufacturing PMI™ at 50.9 (51.7 in August). Operating conditions improve at slower rate. Flash Japan Manufacturing Output Index at 51.4 (51.1 in August). Growth in...

As we expected, Norges Bank this morning decided to cut the sight deposit rate by 25bp. The revised rate path, however, was even more dovish than what we had anticipated suggesting a high likelihood...

The dollar moved slightly lower against most major currencies on Wednesday following comments by European Central Bank President Mario Draghi which provided a boost to the euro, although the dollar...

Markets continue to run hot and cold and any recent rallies have proved to be fairly unsustainable. Market liquidity constraints, mixed messages from the Fed, the fall out in the EM space coupled with...