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European elections – Turning rightEuropean Parliament elections surprised consensus with a more pronounced right-wing shift than expected. The new Parliament...
10 June 2024
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ECB Preview – Hawkish cut The ECB will be the third G10 central bank to lower rates on Thursday, by...
3 June 2024
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US – No cuts in sight US PMIs surprised strongly to the upside, with the composite reading at 54.4 versus...
27 May 2024
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US Inflation – Moderate reliefUS inflation data for April provided some relief. US core inflation printed at 0.3% m/m, 3.6%...
20 May 2024
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US Inflation – Not enough progressWednesday’s US CPI print is likely to slow from last month but won’t be enough...
13 May 2024
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US Economic Data – Entering a soft-patchFriday’s NFP print surprised to the downside at 175k against 240k surveyed, the unemployment...
6 May 2024
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On April 23rd 2024, Enel announced that it will raise the coupons on several bonds as a result of missing...
2 May 2024
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Fed Preview – Higher for Longer continuesThis Wednesday the Fed is likely to reiterate its cautious stance on rate cuts,...
29 April 2024
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Geopolitics – The worst is averted (so far)Geopolitical risk premia are compressing after the Israeli reaction on Iran. The fact...
22 April 2024
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US rates – No land of doves anymoreThe US March CPI report triggered a meaningful re-pricing in global interest rates....
15 April 2024
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ECB Preview – All clear for a June rate-cutThe ECB will likely pave the way for their first rate cut...
8 April 2024
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Fed – More dovish reaction functionThe Federal Reserve held rates as expected, upgraded their projections to reflect higher growth and...
25 March 2024
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