Market Overview

After a lot of political noise, the Trump administration is finally starting to gear up the economic policy agenda.This may reignite the second leg of the 'Trump trade' following a brief pause. We...

FTSE 100 -2 points at 7275DAX -7 points at 11750 CAC -6 points at 4893 Euro Stoxx 50 -3 points at 3307 The G10 majors firmed against the US dollar, as the greenback partially gave back the post-Yellen...

The reversal in treasury yield dragged down the greenback again overnight. 10 year yield closed down -0.052 to 2.450 while 30 yield yield dropped -0040 to close at 3.051. The dollar index is now back...

Today, we have a relatively light data calendar.In the UK, retail sales data for January are due to be released. In Sweden, inflation data is due out, but a variety of factors make the January print...

It looks like the Debt Office will have to scale back on borrowing plans again. If so, it might be T-bills that are affected.Update on our trading recommendations - what is happening with 3M fixing...

In the ECB Minutes from the meeting in mid-January, the ECB concluded that on capital key purchases distribution 'limited and temporary deviations were possible and inevitable' (see ECB Account ). The...

Winning streak snappedStocks snapped a seven-day winning streak as increased odds of a US interest-rate hike in March curtailed enthusiasm for Trump-led tax cuts. Record highs in UK, US and global...

The markets continue to make all-time highs, leaving many wondering how long this can last. We went ahead and looked at various momentum indicators, including the 14 day relative strength index...

On Monday I had the opportunity to attend a conference at Goldman Sachs’ Dallas office. Among the dozens of money managers and investors who attended, a combined $1 trillion in assets was...

CurrenciesEUR/USD – broke out of the wedge after it appeared to breaking below it. However, it remains to be seen how much upside there is for the EUR as there are quite a few obstacles...

The Federal Reserve’s hawkish comments shot up the likelihood of rate hike in March. Additionally, US consumer prices exceeded analyst’s expectations, soaring to the highest point in four...

Data released yesterday showed a rise in inflation in the United States, which was well received by investors, who drove North American stock markets to new highs. It is impressive to see that since...

Yesterday’s numbers on economic activity in the retail and industrial sectors is a tale of two trends through January. Consumer spending accelerated to the fastest annual pace in five years...

Five consecutive sessions of new record highs would appear to be the trigger for some profit taking in US equity markets, with all three major indices currently on course to open in the red on...