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: 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 tech stocks, and broader equity markets, stalling…
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 than vote in far-right opponent Marine Le…
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 central banks. Clearly not. Overnight, Federal Reserve…
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 and International Monetary Fund, but banks are…
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 the dollar climbing to a fresh two-decade…
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 week ahead. They must contend first of…
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 Easter weekend but they must first get…
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 appear to have finally halted a rout…
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 primo turno delle presidenziali francesi, che ha…
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 European stocks that’s the first weekly drop…
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 Reserve will soon start taking the axe…
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 March meeting. With a half-point interest rate…
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 to act against persistent inflation. The latest…
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 the release of that number one U.S.…
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 that most investors would like to forget.…
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, inversion of the key 2-10 year segment…
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 must be paid to transport them shows…
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 double-digit figures for the first time in…
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 comfortable with higher interest rates — a…
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 unexpectedly severe sanctions response. Now, a new…
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% last month, is a reminder perhaps that…
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 equity exposure. It is unclear if those…
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 other than try to limit second-round effects…
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 banks increasingly appear to be on different…
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 an elusive breakthrough for a ceasefire in…
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