There’s been a popular narrative throughout the year about Fed’s Waller and Fed’s Bowman. Both of them were apppointed by Trump in his first term …
The Fed wasn’t as dovish as market players would’ve hoped but they most certainly didn’t take anything away from the market pricing before the decision …
BofA notes that the BOE is widely expected to keep the bank rate unchanged today at 4.00%. While labour market conditions have softened, there’s no …
We must continue having a very prudent approach Environment is quite uncertain Growth in H2 won’t be very different from Q2 Risks from fiscal policy …
Prior €35.8 billion Slight delay in the release by the source. The current account surplus narrowed in July mostly due to a drop in the …
Yesterday, ahead of the Fed decision, I wrote down all the things that were expected and all the potential surprises. Let’s see what we got… …
Eurostoxx +0.8% Germany DAX +1.0% France CAC 40 +0.6% UK FTSE +0.1% Spain IBEX +0.6% Italy FTSE MIB +0.8% This comes as US futures are …