It’s a coin flip on whether the ECB easing cycle is over. Market pricing for mid-2026 before the ECB press conference was at about 60% …
Yesterday at this time, the technical bias tilt was to the downside (see post HERE) with the price below the 100-hour moving average. However, the …
Higher tariffs, stronger euro and competition are holding growth back Investment should be underpinned by government spending Recent surveys point to growth both in the …
The EURUSD has been whipsawed in the wake of the ECB rate decision and a stronger-than-expected initial jobless claims report. The first reaction came on …
Prior week 237K Initial jobs claims 263K vs 235K estimate. Prior week revised marginally lower to 236K vs 237K prior Continuing claims 1.939M vs 1.951M …
Headline CPI: CPI at 2.9% is the highest since January Prior was +2.7 m/m reading at +0.4% vs +0.3% expected (unrounded consensus was +0.36%) Month-over-month …
ECB inflation forecasts were mostly unchanged in today’s update. 2025 HICP seen at 2.1% vs. 2% prior 2026 at 1.7% vs. 1.6% prior 2027 at …
Prior decision Deposit facility rate 2.00% vs 2.00% expected Prior 2.00% Main refinancing rate 2.15% vs 2.15% expected Prior 2.15% Marginal lending facility 2.50% Prior …
The US dollar is higher, the US yields are higher and the US stocks are higher ahead of the US CPI data. The month-on-month headline …
EU says too early to give any details on next sanctions package against Russia What are analysts saying ahead of the US CPI report later …