20th October 2022

Espresso Morning Call: Markets nervous as US yields breakout

A near-term USD correction has petered out as US Treasury yields have again broken to multi-year hig (...)

19th October 2022

Espresso Morning Call: USD unwind starting to reverse again

The near-term correction on the USD looks to be turning around again this morning. If USD strength r (...)

18th October 2022

Espresso Morning Call: Risk rally continues to weigh on USD

Several factors have combined in the early part of the week to encourage a more positive outlook for (...)

17th October 2022

Week Ahead: Inflation is again the focus for major economies

A raft of CPI data for major economies keeps the focus on inflation this week. This promises to guid (...)

17th October 2022

Espresso Morning Call: Sentiment improves, GBP rebounds

After another negative close on Friday, broad sentiment has picked up early this week. The political (...)

14th October 2022

Espresso Morning Call: Massive risk rally continues, for now

A huge intraday turnaround in the US session yesterday drove an enormous risk rally. The momentum of (...)

13th October 2022

Espresso Morning Call: Mild risk negative bias into US CPI

Markets have become more settled in the past few days. A mixed set of FOMC minutes have played into (...)

12th October 2022

Elevated volatility on UK assets amidst UK Gilt market woes

The actions of both the UK Government and the Bank fo England are reverberating through UK assets su (...)

12th October 2022

Espresso Morning Call: USD gains on pause, GBP volatility

There has been a settling of USD gains overnight as major forex, commodities and indices have seen a (...)

11th October 2022

Espresso Morning Call: USD gains as trends strengthen again

As the US returns from a public holiday, US bond yields are jumping. This is reiterating the trends (...)

10th October 2022

Week Ahead: US CPI will be the standout risk event

On a holiday-shortened week for the US, the CPI inflation will be the key market driver. The US cons (...)

10th October 2022

Espresso Morning Call: USD bull run resuming once more

In the wake of another Nonfarm Payrolls report that reflects the tightness in the US labour market, (...)