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: 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 also a day of firsts, for very…
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 Reserve, in the words of its boss…
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 but the surging cases in China over…
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 set to ramp up sanctions on Russia…
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 and oil slumped 13%, it promises to…
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 of thriving American capitalism as the Soviet…
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 are seeing damage of a different kind…
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 week for world markets. The United States…
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 during intense fighting between Russian and Ukrainian…
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 last month’s shock hawkish pivot seems like…
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 the world, posts its biggest one-day fall…
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 week for Fortress Russia to became Rubble…
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 Ukraine but a sombre mood prevails as…
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 Zealand’s latest interest rate rise suggests central…
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 the one employed during the 2014 Crimea…
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, investors for their part have had no…
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 agreed to a meeting with Russia’s Foreign…
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 like a no-brainer after the hottest inflation…
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 points from recent highs, the Nasdaq has…
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 markets now appear to be taking the…
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 a whole slew of negatives, that could…
Marketmind: Transatlantic split
A look at the day ahead from Sujata Rao. After U.S. Q4 GDP came in at an annualised 6.9%, the highest since 1983, could Europe go one better? Yes and no. France…
Marketmind: No time to waver, Chair Powell
A look at the day ahead from Dhara Ranasinghe. Some previous market tantrums over a looming tightening in policy made central bankers think twice about taking away hefty monetary support. Yet, for…
Marketmind: Buy the dip? Or pray for Fed put?
A look at the day ahead from Sujata Rao. Bears are on the prowl in markets while a different sort menaces Europe’s eastern flank. It’s probably futile to expect the Russian bear…
Marketmind: Bears at the gate
A look at the day ahead from Julien Ponthus With a 14% fall from its November peak, not only is the Nasdaq deep in correction territory, it is also now within striking…
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