13th October 2021

Mid-Week Majors: Hints of a near term shift in sentiment

We look at the key charts that are driving moves across asset classes. There is just a hint of the U (...)

13th October 2021

Espresso morning call: Wednesday 13th October 2021

Despite a mild unwind of USD strength today there is a sense that this is counter to the bigger tren (...)

12th October 2021

Gold stuck in consolidation but the outlook remains negative

There are conflicting forces at work on the near term pricing for gold. But the medium-term negative (...)

12th October 2021

German ZEW Economic Sentiment still deteriorating in October

There is a continued deterioration in survey data for German economic sentiment. We look at the impa (...)

12th October 2021

Espresso Morning Call Tuesday 12th October 2021

With Wall Street dropping into the close and a downbeat Asian session, European equity markets kick (...)

11th October 2021

USD struggling for traction amid rising inflation fears

We see USD struggling for traction as inflation fears continue for the near term. However, we believ (...)

11th October 2021

Espresso Morning Call, Monday 11th October 2021

With the US on Columbus Day, there may be reduced liquidity as US bond markets are shut today. Subse (...)

8th October 2021

Nonfarm Payrolls disappoint again, but Fed still on course

Looking at today’s payrolls report it looks fairly disappointing. However, there are some brighter s (...)

6th October 2021

Espresso morning call: Tuesday 6th October

There are tentative signs of support for risk assets today, with indices ticking higher.

1st October 2021

未來一周：央行貨幣決策、採購經理人指數和關鍵的非農就業人數據

展望未來一周，服務業採購經理人指數、幾家主要央行都將發布一份至關重要的非農就業報告。

28th September 2021

With uptrends breaking on Wall Street indices are set for trading ranges

We look into the impact that the recent sharp moves higher on bond yields are having on Wall Street (...)

23rd September 2021

A hawkish turn from Fed chair Powell should mean a stronger USD

As the dust settles on the FOMC meeting we look at the various aspects of the decisions and what the (...)