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Week Ahead
Finally, a break in the sovereign bond crisis, with yields declining. Have we reached the top? Too early to tell. In Europe, the situation, albeit dire, is still under control as…
Week Ahead
The sovereign bond crisis endures, with 10-year Treasuries yielding around 5.25%. A potential debt/deficit crisis is brewing in France, raising the stakes for the Presidential elections in 6 months. The September…
Week Ahead
The Fed rises rates by 25bp and mentions another 25bp hike this year, but expects to be on hold in 2027; markets disagree, and see 2 more hikes in 2027. The…
Week Ahead
In line PPI and CPI bring the Fed to raise rates by 25bp on Wednesday; now there are two hikes forecasted by the US Central Bank before the end of the…
Week Ahead
The next week will be make or break for the Fed, with the US PPI on Thursday, and the US CPI on Friday – is deflation finally coming, even in the…
Week Ahead
Great reports from Nvidia and Salesforce.com take 2Q26 earnings growth to over 33%; a hawkish speech from Chairman Warsh in Jackson Hole brings back with urgency the possibility of a hike…
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