Why NVDA is considered a market sentiment indicator: 1. Semiconductor cyclicality: Semiconductors are a highly cyclical industry closely linked to economic growth, business investment, and …
We have to watch very carefully for consequences of inflation. Labour market is softening. Path of interest rates will continue to be gradually downwards. A …
Eurostoxx +0.1% Germany DAX +0.2% France CAC 40 +0.1% UK FTSE +0.3% Spain IBEX +0.2% Italy FTSE MIB -0.2% There’s not much in it after …
If we would have to move, it would be down. Again, the policymakers at the ECB are now more afraid of undershooting the target. This …
Growth in Q2, Q3 will be close to zero EUR/USD at 1.17 is perfectly acceptable Even 1.20 is something we can overlook, but anything more …
This is going to be a lively 5 years. 10% tariffs are part of ECB baseline. Looks like inflation is around the target. ECB speakers …
Prior +1.3%; revised to +0.9% Slight delay in the release by the source. It’s no market moving data with the monthly trend still moving as …
Inflation is currently in a stable phase But ECB cannot relax too much about rising inflation Just some token remarks there by Nagel. The ECB …
Prior +0.5%; revised to +0.4% UK house price growth slowed in June, missing on estimates as Nationwide notes weaker demand following the increase in stamp …
