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Global rates push down as market sees a protracted Fed easing cycle ahead; 10-year US Treasury yield down to a fresh five-month low of 4.04%. USD broadly weaker
9th Sep 25, 7:38am
Global rates push down as market sees a protracted Fed easing cycle ahead; 10-year US Treasury yield down to a fresh five-month low of 4.04%. USD broadly weaker
Further weakness in US labour market as payrolls undershoot again. Data clears the way for a September rate cut. Bond markets rally and US dollar is weaker. OPEC+ to increase oil production next month
8th Sep 25, 7:17am
Further weakness in US labour market as payrolls undershoot again. Data clears the way for a September rate cut. Bond markets rally and US dollar is weaker. OPEC+ to increase oil production next month
Hélène Rey notes technology is reshaping capital flows and currency dominance; data integrity is essential for financial stability
7th Sep 25, 9:17am
by Guest
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Hélène Rey notes technology is reshaping capital flows and currency dominance; data integrity is essential for financial stability
US economic data mixed, with labour market data weaker than expected but a stronger ISM services survey. Rates lower, as the market positions itself for a soft US payrolls report
5th Sep 25, 7:53am
US economic data mixed, with labour market data weaker than expected but a stronger ISM services survey. Rates lower, as the market positions itself for a soft US payrolls report
Long end of sovereign bond markets remain in focus. US job openings weaker than expected supporting the case for a September cut. Treasury yields decline following the data. 30-year yields touch 5.0% before retracing
4th Sep 25, 7:38am
Long end of sovereign bond markets remain in focus. US job openings weaker than expected supporting the case for a September cut. Treasury yields decline following the data. 30-year yields touch 5.0% before retracing
Bonds and equities have been hit as investor appetite for both soured; UK 30-year rate rises to its highest level since 1998. Global rates moderately higher and US and European equities lower, down more than 1%
3rd Sep 25, 7:37am
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Bonds and equities have been hit as investor appetite for both soured; UK 30-year rate rises to its highest level since 1998. Global rates moderately higher and US and European equities lower, down more than 1%
Markets quiet with the US on holiday; no reaction to the court ruling that confirmed Trump's country tariffs imposed under emergency law were illegal. US equity futures and European equities up slightly. Global rates up slightly
2nd Sep 25, 7:37am
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Markets quiet with the US on holiday; no reaction to the court ruling that confirmed Trump's country tariffs imposed under emergency law were illegal. US equity futures and European equities up slightly. Global rates up slightly
Global equities declined on Friday but ended August with solid gains. US core PCE deflator and consumption data matches expectations. A court ruling has found most of the Trump administration’s tariffs to be illegal
1st Sep 25, 7:22am
Global equities declined on Friday but ended August with solid gains. US core PCE deflator and consumption data matches expectations. A court ruling has found most of the Trump administration’s tariffs to be illegal
Risk appetite higher, seeing US equities probe fresh record highs. US Treasuries curve flattens, USD broadly weaker; NZD recovers. NZ rates fall to fresh lows
29th Aug 25, 7:55am
Risk appetite higher, seeing US equities probe fresh record highs. US Treasuries curve flattens, USD broadly weaker; NZD recovers. NZ rates fall to fresh lows
US equities in a holding pattern ahead of Nvidia results. Treasury curve steepens amid politicisation of the Fed. US tariffs on India rise to 50%. A sharp increase in Australian CPI reflects timing of electricity subsidy payments
28th Aug 25, 7:48am
US equities in a holding pattern ahead of Nvidia results. Treasury curve steepens amid politicisation of the Fed. US tariffs on India rise to 50%. A sharp increase in Australian CPI reflects timing of electricity subsidy payments
Mild market reaction to Trump firing Fed Governor Cook. Legal battle likely. The further undermining of Fed independence sees lower short rates and the steepest Treasuries curve since 2021. USD broadly weaker
27th Aug 25, 8:01am
Mild market reaction to Trump firing Fed Governor Cook. Legal battle likely. The further undermining of Fed independence sees lower short rates and the steepest Treasuries curve since 2021. USD broadly weaker
Markets have settled after Friday's significant price action post Powell’s Jackson Hole speech. Small changes in US equities and rates; Chinese equities continue their strong run
26th Aug 25, 7:54am
Markets have settled after Friday's significant price action post Powell’s Jackson Hole speech. Small changes in US equities and rates; Chinese equities continue their strong run
Federal Reserve Chair Powell signalled the central bank may cut rates in September. US equities made solid gains. The small cap Russell 2000 index advanced almost 4.0%. US treasury yields declined and the curve steepened
25th Aug 25, 7:37am
Federal Reserve Chair Powell signalled the central bank may cut rates in September. US equities made solid gains. The small cap Russell 2000 index advanced almost 4.0%. US treasury yields declined and the curve steepened
Markets cautious ahead of Fed Chair Powell’s speech at Jackson Hole; hawkish soundbites from FOMC members and stronger PMI data unhelpful to the case for an imminent rate cut. Market pares pricing of Fed rate cuts
22nd Aug 25, 8:02am
Markets cautious ahead of Fed Chair Powell’s speech at Jackson Hole; hawkish soundbites from FOMC members and stronger PMI data unhelpful to the case for an imminent rate cut. Market pares pricing of Fed rate cuts
Minutes from July FOMC suggest members were more concerned about inflation than employment. The US administration has continued to pressure Federal Reserve officials. Tech stocks decline
21st Aug 25, 7:57am
Minutes from July FOMC suggest members were more concerned about inflation than employment. The US administration has continued to pressure Federal Reserve officials. Tech stocks decline