Category: france
brexit dollar ECB emerging markets fed france FX germany inflation kim jong-un Mohammed bin Salman north korea putin trade turkey
The ‘Most Important Week Of The Year’? Full Week Ahead Preview
I doubt it, but as Trump would say, “we’ll see what happens”…
10Y BOJ bonds dollar Dow emerging markets europe eurostoxx fed france FX gold high yield jerome powell nasdaq nikkei oil S&P 500 yen
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
Time For A French Kiss?
Meanwhile, across the pond…
Monsters Under The Bed.
“To some extent the market’s resilience is justified; in other cases, however, it looks like a case of when rather than if potential shocks get priced in.”
central banks credit dollar earnings economy emerging markets europe france geopolitics S&P 500 saudi arabia syria
“Hakuna Matata”?
“In our opinion, this is not dangerous market complacency but a reflection of an abnormally tranquil macro environment, with a benign economic outlook, very supportive financial conditions, and lower political risks”…
Stocks Super Happy, Oil “Flirts With Collapse,” UK Brexits, France Wonders Why No One Voted
Generally speaking, it was a quiet overnight session as traders look forward to a light calendar in the days aheadContinue Reading
How The ECB “Actively” Rescued Markets Ahead Of The French Election
“But the ECB is more than just a “passive acquirer” of assets, in our view. We think they are taking an active role in bond buying to manage the fallout from policy uncertainty (and prevent a tightening in credit conditions that would ensue if they didn’t).”
10Y China dollar euro europe fed france geopolitics gold kim jong-un S&P 500 shadow banks south korea yen
It’s Too Quiet: Except For China. And South Korea. And Collapsing Metals.
It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there at a precarious time. Here’sContinue Reading
