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Fundamental Overview The US CPI yesterday came mostly in line with expectations and wasn’t strong enough to force a reassessment on a September cut. In …

Prior +8.3% New yuan loans -¥50.0 billion vs ¥300.0 billion expected Prior ¥2.24 trillion I’m a little stumped here in trying to read into this …

Rate cuts by year-end Fed: 61 bps (98% probability of rate cut at the upcoming meeting) ECB: 11 bps (95% probability of no change at …

The dollar has had a torrid August so far and it looks to be continuing now after another key data release yesterday. The US labour …

Q&A: Are AI valuations entering a sentiment-driven bubble? What happened to major software stocks today? It seems that some “AI Stocks” are not joing the …