Markets Yesterday’s PMI releases in Europe and the US confirmed the ongoing divergence in growth
Tag: yields
In focus today In the afternoon, US November retail sales and industrial production are due
The proposed policies of Trumponomics 2.0 may ignite a further uptick in inflationary expectations in
In focus today Today all eyes are on the euro area December flash PMIs as
Dollar ended as the strongest performer last week, boosted by a surge in U.S. Treasury
In focus today In the euro area, we receive data on industrial production from October,
Gold has added almost 30% during 2024 Fed policy could continue to impact the precious metal in 2025 Geopolitical tensions
Markets November US CPI data came in bang in line with consensus. Monthly growth of
Yesterday’s US inflation data was the last possible barrier to the much-expected extra 25bp cut
In focus today In the euro area, we expect the ECB to deliver a 25bp
Markets German Bunds outperformed US Treasuries and UK Gilts yesterday as we approach final policy
In focus today The most important data release of the day will be the US