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Italy: Keeping Calm and Carrying On Despite familiar challenges, risks to Eurozone stability remain contained · BTP-Bund yield spreads have tightened this year as the government has set about tackling its…
HIGHLIGHTS July 26 2024 Global Markets US GDP growth accelerated more than anticipated in Q2 rising by an annualised rate of 2.8%, 0.8ppts above market consensus. Short-dated USTs came…
Towards a European Capital Markets Union: An update on revived moves for a single market in savings and investments The upturning of the geopolitical world order in the aftermath of…
HIGHLIGHTS June 28 2024 Global Markets Semi-core and peripheral EGBs continued to underperform core paper, with the 10-yr OAT-Bund yield spread closing above 80bps yesterday for the first time…
HIGHLIGHTS June 26, 2024 Global Markets European equities rose at Wednesday’s open after ECB policy maker Olli Rehn said in an interview that investor expectations for two more rate…
HIGHLIGHTS April 19, 2024 Global Markets Tensions in the Middle East escalated further today as Israel launched retaliatory strikes against Iran, causing safe haven assets to spike and stocks to…
HIGHLIGHTS April 12, 2024 Global Markets The ECB’s Governing Council left interest rates unchanged at its meeting yesterday, as expected, but signalled that it could ease policy at its…
HIGHLIGHTS March 27, 2024 Global Markets The yen remained under pressure with the USD/JPY reaching a 34-year high of 151.97 in early Wednesday trading; EGBs gained slightly following dovish ECB…
HIGHLIGHTS February 12 2024 Global Markets Government bonds remained under pressure ahead of Tuesday’s US CPI data for January, with yields hovering not far from last week’s fresh highs.…
HIGHLIGHTS January 15 2024 Global Markets US December PPI data came in weaker than expected, raising market expectations of a 25bps Fed rate cut by March close to 80%. The…
HIGHLIGHTS January 9 2024 Global Markets Risk sentiment improved and government bonds were slightly firmer supported by falling commodity prices and decent data releases which supported optimism about a…
HIGHLIGHTS December 6 2023 Global Markets Lower-than-expected JOLTS data and dovish comments by the ECB’s Isabel Schnabel enabled the recent rally in sovereign bonds to continue its momentum. Meanwhile,…
HIGHLIGHTS November 24 2023 Global Markets In Europe, sovereign bond yields rose yesterday following hawkish comments by officials from central banks and the release of better-than-expected flash PMIs for…
HIGHLIGHTS September 15 2023 Global Markets The ECB decided to raise its key policy rates by another 25bps yesterday, as inflation is still expected to remain “too high for too…
HIGHLIGHTS August 31 2023 Global Markets US Q2 GDP was revised lower by 0.3ppts to an annualized rate of 2.1%, while the ADP report showed that the private sector generated 177k jobs…
HIGHLIGHTS August 22 2023 Global Markets Reversing last Friday’s gains, USTs faced renewed pressure this week after a media report suggested a possible exit from a persistently low neutral rate. Bunds…
HIGHLIGHTS August 11 2023 Global Markets US July headline and core CPI rose compared to the previous month, in line with market expectations. The annual rate for both indices came…
HIGHLIGHTS July 28 2023 Global Markets As widely expected, the ECB raised policy rates by 25bps yesterday. Regarding future actions, the ECB stated that “the Governing Council will continue to follow…
HIGHLIGHTS July 25 2023 Global Markets Flash PMI data for July were mixed in the US with services softening and the manufacturing index increasing. In Eurozone, the flash PMIs surprised to…
HIGHLIGHTS July 14 2023 Global Markets Risk-on sentiment prevailed, oil prices continued to rise, and the USD’s recent hefty losses extended further, with the DXY index dropping below 100 for the…
HIGHLIGHTS July 12 2023 Global Markets Amid expectations of a further deceleration in both US June headline and core CPI inflation, Asian equity markets ended mostly higher today. USTs were also firmer…