Analys

Europe Expect Softer Inflation Pressures

Europe Expect Softer Inflation Pressures

The recent ECB consumer expectations survey has revealed a decrease in inflation outlooks. Projections for inflation three years ahead have softened from 2.5% to 2.3%, and those for the upcoming year have eased from 3.9% to 3.4% as of June.
ACY Securities | 649 dagar sedan
US Dollar to Strength Even Further, Here is Why

US Dollar to Strength Even Further, Here is Why

In the context discussed earlier in this week, I noted that the US dollar could potentially strengthen further due to reduced market activity and lower volatility. Although the dollar did experience some strengthening, this was primarily driven by risk aversion rather than yield changes.
ACY Securities | 649 dagar sedan
US CPI IN FOCUS

US CPI IN FOCUS

Biden restricted US investments in China's tech sectors, leading to a dip in Chinese equities. Potential strikes in Australia pushed oil prices near 2023 highs. UK's July housing demand was the weakest since 2009. Today's focus is on US CPI, predicting a rise to 3.3%y/y for July. UK's June and Q2 GDP data is set for release tomorrow, forecasting a 0.1%q/q increase for Q2.
Moneta Markets | 649 dagar sedan
Chinese consumer price inflation falls below zero

Chinese consumer price inflation falls below zero

Asia-Pacific markets down amid global declines. China's July CPI below zero, urging growth measures. US Fed's Harker favors steady rates in September. Calm day ahead, markets await data impact on central banks. US Treasury yields drop on no autumn rate hike hopes. Currencies steady, sterling mixed.
Moneta Markets | 650 dagar sedan
Crypto growth is too weak

Crypto growth is too weak

Expert market comment from senior analyst Alex Kuptsikevich of the FxPro Analyst Team: Crypto growth is too weak
FxPro | 651 dagar sedan
Wet weather dampens UK retail spending

Wet weather dampens UK retail spending

Asia-Pacific markets down; China trade surplus shrinks due to weak imports, uncertain rates. Sparse central bank speeches after policy updates. US NFIB index, trade deficit. Harker speech vital for Sept rate hike. China's negative CPI may spur growth measures. Bond yields fluctuate amid uncertainty. Sterling rises vs. euro, dollar.
Moneta Markets | 651 dagar sedan
USD: Time to Re-focus on Fed Pricing?

USD: Time to Re-focus on Fed Pricing?

US Treasury bonds experienced continued downward pressure on the preceding day, owing to a troublesome amalgamation of factors including robust US activity indicators, an upsurge in supply, and the repercussions of Fitch's credit rating downgrade.
ACY Securities | 652 dagar sedan
Weekly Recap July 31 – August 04, 2023

Weekly Recap July 31 – August 04, 2023

Last week, concerns regarding worldwide economic growth and the expectation of continuously high global interest rates prompted traders to divest from commodity-linked currencies and instead seek refuge in haven currencies.
ACY Securities | 652 dagar sedan
Downside Gathers Pace

Downside Gathers Pace

Our short equities views continue to work well. While many are telling the vanilla story today, of weaker than expected US Payrolls for the market’s decline on Friday, there is actually much more going on?
ACY Securities | 652 dagar sedan
Focus on central bank speakers

Focus on central bank speakers

Mixed Asia-Pacific stocks amid debate on interest rates. German industrial output down 1.5% in June. UK job market shifts, more seekers, less demand. Central banks' data-dependent hikes expected. Key US CPI report this week. Fed's Bowman suggests more rate hikes, Bostic disagrees. Eurozone investor confidence drops, UK inflation concerns. USD rebounds, GBP/USD around 1.27.
Moneta Markets | 652 dagar sedan