23rd February 2022

A crucial inflexion point for the correction in indices

Markets have unwound in recent weeks, some more than others. However, many major indices now sit aro (...)

23rd February 2022

Indices dropping to test crucial medium-term supports

Equity indices are under selling pressure as bond yields pick up again. With a switch out of growth (...)

23rd February 2022

Espresso morning call: Friday 5th November 2021 trading updates

The re-strengthening of the dollar and the bull run on indices has been put on pause this morning am (...)

23rd February 2022

Espresso morning call: Thursday 11th November 2021 trading updates

The shockingly high US inflation reading for October has sent shockwaves through markets.

23rd February 2022

Espresso morning call: Wednesday 17th November 2021 trading updates

The significant strength of the dollar is just one pause this morning, with the potential for a pull (...)

23rd February 2022

Correction on USD will be a chance to buy, but not yet

A near-term correction is weighing on USD. However, we see this as a near-term move that will give a (...)

23rd February 2022

Assessing the impact of key moves across major markets

We look at the cross-asset implications of the sharp rise in bond yields. Forex pairs are turning US (...)

23rd February 2022

Espresso mornirng call: Thursday 7th October

Several positive factors have come together to improve sentiment and equity markets have swung back (...)

23rd February 2022

Mild hawkish surprise: ECB slows the pace of PEPP purchases

The ECB’s mild hawkish lean could now be setting it on the path to normalisation, but the move will (...)

23rd February 2022

Eurozone core inflation jumps as expected, little impact on EUR

Eurozone inflation jumped in September, a move that the market had been anticipating. 

23rd February 2022

US inflation ticks a shade higher in September

Looking at the slight increase in US inflation there is a mild hawkish implication as it questions t (...)

23rd February 2022

US ISM Services positive surprise boosts US equities

Assessing a positive surprise in the ISM Services data, it seems that it is equity markets that are (...)