Marketmind: BOJ waxes hawkish but Powell at centre stage
A look at the day ahead in European and global markets from Rae Wee Signs of a hawkish tilt by the Bank of Japan prodded a bit of life out of that…
Marketmind: Fed doesn’t see enough swallows for summer
A look at the day ahead in markets from Alun John Fed policymakers surged out of the traps last night, telling markets not to get too excited by the cooler-than-expected inflation reading,…
Marketmind: Suspended in time
A look at the day ahead in markets from Anshuman Daga Are markets displaying signs of nervousness? Probably. Most asset classes show no big moves before Wednesday’s release of U.S. CPI data.…
Marketmind: Just an illusion
A look at the day ahead in markets from Anshuman Daga Recession? What recession? Lingering worries about a big U.S. slowdown were blown away last Friday after July payrolls data smashed market…
Marketmind: Markets’ moment of truth
A look at the day ahead in markets from Anshuman Daga Markets are dealing with dual flashpoints today on inflation and cross-straits tensions. Fed speakers have put paid to market thinking they…
Marketmind: In pursuit of Pelosi’s plane
A look at the day ahead in markets from Anshuman Daga Just as markets seemed to factor in a less hawkish Federal Reserve and relief for economies and businesses, politics is playing…
Marketmind: When bad news sounds good
A look at the day ahead in markets from Anshuman Daga After a strong set of mostly upbeat earnings reports from both sides of the Atlantic last week, stock bulls will now…
Marketmind: Look on the bright side
A look at the day ahead in markets from Sujata Rao Fed boss Jerome Powell was reticent on the future policy-tightening path, so markets, ever optimistic, took it as a sign the…
Marketmind: Earnings to the rescue?
A look at the day ahead in markets from Tommy Wilkes. The European corporate earnings season picks up pace on Tuesday and the evidence so far is that rising costs and slowing…
Blue Monday: Marketmind
A look at the day ahead in markets from Sujata Rao. U.S. Treasury Secretary Janet Yellen said on Sunday a recession is not inevitable but most economic data has been pointing the…
Marketmind: Weapons of war
A look at the day ahead in markets from Karin Strohecker. It’s time to cast your sorrows away, well at least for a very brief moment. U.S. earnings – bad, but not…
Marketmind: Gasma-geddon
A look at the day ahead in markets from Saikat Chatterjee. With U.S. Federal Reserve officials signalling a 75-basis point interest rate increase at their July 26-27 meeting, rather than the 100…
Marketmind: Euro at parity and talk of a 100 bps U.S. rate hike
A look at the day ahead in markets from Dhara Ranasinghe. After staring parity against the dollar in the face for days, the euro finally broke the key level — to the…
Marketmind: Goodbye Goldilocks
A look at the day ahead in markets from Saikat Chatterjee. “The Goldilocks option is now off the table,” Blackrock, the world’s biggest asset manager, screamed in its midyear outlook, referring to…
Marketmind: Watch the euro, it’s heading for parity
A look at the day ahead in markets from Dhara Ranasinghe. The biggest single pipeline carrying Russian gas to Germany starts annual maintenance on Monday with flows expected to stop for ten…
Marketmind: No quiet end to the week, it’s payrolls Friday
A look at the day ahead in markets from Sujata Rao Having already priced out half a percentage point worth of U.S. rate hikes this cycle, markets will be looking to shave…
Marketmind: Hoping for a calmer H2? Forget it
A look at the day ahead in markets from Saikat Chatterjee. Investors hoping the second half of the year would bring some relief after a bruising six months, may not be feeling…
Marketmind: Inflation vs recession
A look at the day ahead in markets from Dhara Ranasinghe. Yes, recession risk remains high on markets’ radar but no, there are yet few signs that central banks will be swayed…
Marketmind: End of H1 but expect no relief
A look at the day ahead in markets from Sujata Rao. The good news is the 2022 first-half is behind us — just looking at U.S. markets, the world’s biggest, the S&P…
Marketmind: This is going to hurt
A look at the day ahead in markets from Julien Ponthus. Investors on recession watch learnt little they didn’t already know from the world’s top central bankers gathered at the European Central…
Marketmind: When bad data is just that
A look at the day ahead in markets from Julien Ponthus. Much of the market rebound from the lows hit on June 17 was credited to data being arguably bad enough to…
Marketmind: Take it easy
A look at the day ahead in markets from Saikat Chatterjee. Take it easy. That seems to be the message from global markets to policymakers at the start of a busy week.…
Marketmind – “Alarm stage”: this is not a drill
A look at the day ahead in markets from Julien Ponthus. Investment banks such as Goldman Sachs and Citi have been keeping busy this week, updating their models, highlighting heightened risks of…
Marketmind: What purchasing managers are saying
A look at the day ahead in markets from Sujata Rao Indexes based on the views of purchasing managers, essentially the folks who buy products for companies, give a comprehensive indication of…
Marketmind: Inflation psychology
A look at the day ahead in markets from Sujata Rao. Rail strikes, the biggest in three decades, are thinning out office districts across Britain this week. Other professional groups, from barristers…
Marketmind: Why the calm in markets won’t last
A look at the day ahead in markets from Dhara Ranasinghe. Last week’s market turmoil that sparked the biggest weekly drop in world stocks since March 2020, has given way to a…
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