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David Bassanese
Powell & payrolls By David Bassanese - Mar 04, 2024

Global markets US stocks continued to grind higher last week following a key inflation report that was no worse than expectations. Optimism around the Q4 earnings reporting season also helped as did...

Chris Becker
04.03.24 Macro Morning By Chris Becker - Mar 04, 2024

Friday night saw a fall in bond yields and the USD in the wake of a softer than expected consumer confidence and ISM manufacturing print in the US, but this didn’t stop equities all across the...

Chris Becker
01.03.24 Macro Afternoon By Chris Becker - Mar 01, 2024

Its green across the board for Asian share markets due to the strong lead from Wall Street overnight with a new month getting the bids going while Japanese stocks close at fresh record highs. The USD...

Chris Becker
01.03.24 Macro Morning By Chris Becker - Mar 01, 2024

The latest US core inflation print came in slightly lower than expected and combined with some dovish Fed comments gave Wall Street a leg up which should push the equity complex higher here in Asia to...

Chris Becker
29.02.24 Macro Afternoon By Chris Becker - Feb 29, 2024

Asian share markets are being impacted by domestic events with the BOJ broadcasting some dovish moves while local retail sales actually pushed the Australian dollar higher alongside local stocks,...

Chris Becker
29.02.24 Macro Morning By Chris Becker - Feb 29, 2024

The latest US GDP figures took away confidence from US share markets and their European counterparts as the USD found some strength as traders anticipate the upcoming inflation print that could shake...

ING Economic and Financial Analysis
Rates: Shifting the Timing, Not the Landing By ING Economic and Financial Analysis - Feb 28, 2024

By Benjamin SchroederRates are still looking to go higher near term. While supply has helped over the past few days, rates remain sensitive to the data. So far, pushing back the expectations for the...

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