Marketmind: Peak hawkishness
A look at the day ahead from Danilo Masoni. A sharply lower close on Wall Street on Friday will set the tone across Europe this …
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Marketmind: Something’s off
A look at the day ahead in markets from Julien Ponthus. It’s the final day of trading of April and it does look like despite …
Marketmind: The weak currency gang
A look at the day ahead in markets from Dhara Ranasinghe. The weak-currency gang is growing in force. The yen plunged to a new two-decade …
Marketmind: Misfortune comes in threes… or fours and fives
A look at the day ahead in markets from Sujata Rao The bad news doesn’t stop. Russia has upped the ante on European gas buyers, …
Marketmind: Sold, to the billionaire at the back of the room
A look at the day ahead in markets from Dhara Ranasinghe. Billionaire Elon Musk’s $44 billion cash deal to buy Twitter lit a fire under …
Marketmind: No jubilation
A look at the day ahead in markets from Sujata Rao. Okay, a collective sigh of relief that France re-elected the pro-business Emmanuel Macron rather …
Marketmind: A policy of least regrets
A look at the day ahead in markets from Dhara Ranasinghe. One would have thought markets would have got used to hawkish rhetoric from major …
Marketmind: Of landings hard and soft
A look at the day ahead in markets from Sujata Rao. The ink is barely dry on global growth forecast downgrades from the World Bank …
Marketmind: More of the same
A look at the day ahead in markets from Julien Ponthus. Many recent trends seem to be accelerating across financial markets this morning with notably …
Marketmind: Keeping it real
A look at the day ahead in markets from Saikat Chatterjee. Bleary-eyed traders returning to work after the Easter weekend have a short, yet action-packed …
Marketmind: Central banks flying into storm clouds
A look at the day ahead in markets from Sujata Rao After a hectic period, traders (and reporters) will be looking forward to the long …
Marketmind: Peak hawkishness?
A look at the day ahead in markets from Saikat Chatterjee. Hopes raised by latest U.S. CPI numbers that surging inflation may finally be peaking …
Marketmind: Punti di tensione
(Reuters) – Uno sguardo alla giornata sui mercati a cura di Saikat Chatterjee. E’ durata giusto un paio d’ore la sensazione di sollievo dopo il …
Marketmind: All about the hawks
A look at the day ahead in markets from Tommy Wilkes. Barring a last-minute rebound, global stock markets will end this week lower — for …
Marketmind: Reality check
A look at the day ahead in markets from Dhara Ranasinghe. Financial markets finally appear to be waking up to the reality that the Federal …
Marketmind: Bond bears get their claws out
A look at the day ahead in markets from Sujata Rao Treasury markets are in full-fledged selloff mode ahead of minutes from the Federal Reserve’s …
Marketmind: The flight of doves
A look at the day ahead in markets from Dhara Ranasinghe. Even the most dovish central banks are now caving in, and accepting the need …
Marketmind: Gas bill final notice
A look at the day ahead in markets from Julien Ponthus. The deadline for European buyers of Russian gas to start paying in roubles and …
Marketmind: A quarter for the ages
A look at the day ahead in markets from Saikat Chatterjee. Whether you are a macro-guru or an astute stock picker, this is a quarter …
Marketmind: A 1-2 punch from the bond markets
A look at the day ahead in markets from Dhara Ranasinghe. Whether or not you believe in the signalling power of the U.S. Treasury curve, …
Marketmind: Trade-offs
A look at the day ahead in markets from Sujata Rao It’s not just the costs of producing goods that’s going up, the price that …
Marketmind: King cash is naked
A look at the day ahead in markets from Julien Ponthus. Storing wealth in cash is clearly a counter-intuitive call when inflation is surging towards …
Marketmind: Now even Japan seems ok with rising bond yields
A look at the day ahead in markets from Tommy Wilkes. Even the arch-dove among central banks, the Bank of Japan appears to be getting …
Marketmind: A month of war
A look at the day ahead in markets from Sujata Rao It’s a month since Russian troops stormed into Ukraine, goading the West into an …
Marketmind: That inflation headache
A look at the day ahead in markets from Dhara Ranasinghe. Data this morning showing British inflation rose to a new 30-year high of 6.2% …
Marketmind: Inflation or growth?
A look at the day ahead in markets from Sujata Rao A JPMorgan survey shows a record high 86% of its clients planned to raise …
Marketmind: Oil prices fuel the tightening dilemma further
A look at the day ahead in markets from Julien Ponthus. There’s arguably little central banks can do to tame surging energy and commodity prices …
Marketmind: Differing paths but which is the right one?
A look at the day ahead in markets from Dhara Ranasinghe. The end of the week is in sight and one thing is clear, central …
Marketmind: ‘What a mess’
A look at the day ahead in markets from Julien Ponthus. Global markets surged overnight as traders hailed China’s pledge to support its economy, chased …
Marketmind: A (potentially) historic day
A look at the day ahead in markets from Dhara Ranasinghe. The day ahead is all about the United States and Russia and possibly it’s …
Marketmind: More red lines ahead
A look at the day ahead in markets from Sujata Rao It was exactly two years ago on March 15 2020 that the U.S. Federal …
Marketmind: COVID comes back
A look at the day ahead in markets from Julien Ponthus. There’s arguably never a good time for the COVID-19 pandemic to make a comeback …
Marketmind: A most favoured nation no more
A look at the day ahead in markets from Julien Ponthus. European markets are about to start trading with news emerging that Western nations are …
Marketmind: ECB, Inflation, Oil
A look at the day ahead in markets from Sujata Rao After the U.S. S&P 500 index saw its biggest one-day gain since June 2020 …
Marketmind: A new kind of curtain
A look at the day ahead in markets from Dhara Ranasinghe. When McDonald’s opened in central Moscow’s Pushkin Square in 1990, it became a symbol …
Marketmind: Collateral damage
A look at the day ahead in markets from Sujata Rao All problems pale when compared with the tragedy of Ukrainians fleeing bombed-out cities. Others …
Marketmind: Oil shock
A look at the day ahead in markets from Dhara Ranasinghe. Oil’s relentless climb, hitting almost $140 on Monday, means another turbulent start to the …
Marketmind: A week of war
A look at the day ahead in markets from Dhara Ranasinghe. A fire at a training building near the largest nuclear power plant in Europe …
Marketmind: It gets real
A look at the day ahead in markets from Sujata Rao Minutes from the European Central Bank’s February meeting are due later on Thursday but …
Marketmind: A turning point for markets
A look at the day ahead in markets from Dhara Ranasinghe. When the yield on Germany’s benchmark Bund, considered one of thea safest assets in …
Marketmind: Picking through the rubble
A look at the day ahead in markets from Sujata Rao. Well-known emerging market commentator Tim Ash at BlueBay Asset Management noted it took a …
Marketmind: A semblance of calm but for how long?
A look at the day ahead in markets from Dhara Ranasinghe. World markets may have recovered some of their worst losses after Russia’s attack on …
Marketmind: Another rate hike from New Zealand
A look at the day ahead in markets from Dhara Ranasinghe. The Ukraine crisis may be tempering the most aggressive rate hike bets but New …
Marketmind: Not so quiet on the Eastern front
A look at the day ahead in markets from Sujata Rao It was perhaps inevitable that Vladimir Putin would resort to the playbook similar to …
Marketmind: Pricing fifty shades of grey
A look at the day ahead in markets from Julien Ponthus While the Kremlin complains about “daily” Western predictions of a Russian invasion of Ukraine, …
Marketmind: A break in the storm clouds
A look at the day ahead in markets from Saikat Chatterjee Markets breathed a sigh of relief after the U.S. Secretary of State Antony Blinken …
Marketmind: Ready for a big bang U.S. rate hike?
A look at the day ahead in markets from Dhara Ranasinghe. An aggressive 50 basis point U.S. interest rate hike to contain inflation now appears …
Marketmind: A pause for breath
A look at the day ahead in markets from Sujata Rao Markets are enjoying a respite of sorts. With 10-year Treasury yields down five basis …
Marketmind: Up, up they go
A look at the day ahead in markets from Dhara Ranasinghe. Having fretted about rising sovereign bond yields just a short time ago, world stock …
Marketmind: Troubles come in threes…or more
A look at the day ahead in markets from Sujata Rao. Misfortunes don’t come singly, so the idiom goes, and markets are being whiplashed by …