As Risk Sentiment Improves Dollar Bulls Sell

As Risk Sentiment Improves Dollar Bulls Sell

The ‘big’ dollar has edged lower while Italian bond yields have declined again. Meanwhile in Madrid, parliament is set to vote Friday (June 1) whether to oust Spanish PM Rajoy. Here are the five things you should know.

Five Things the Markets are Talking About: Tuesday, May 29

Five Things the Markets are Talking About: Tuesday, May 29

The EUR saw 11-month lows after Italy’s president scuttled an attempt by a coalition of Italian anti-establishment parties to form a government. With fresh elections increasingly likely, markets should expect the Five Star and the League to campaign on the idea that they were denied the “right to govern,” possibly resulting in a stronger populist sentiment at the next election.

Week Ahead: Geopolitical Tensions Moderate Ahead of U.S. Jobs Week

Week Ahead: Geopolitical Tensions Moderate Ahead of U.S. Jobs Week

Holidays in the United Kingdom and the United States will make for a short trading week, but one that will be filled with economic data releases alongside new reports from US-China and US-North Korea relations.

Trade War Talks are Back

Trade War Talks are Back

Trade war talks are back and the dollar is under pressure. Reports that the U.S. commerce department has opened up “a section 232 investigation into the imports of cars to determine their effects on America’s national security” is ringing alarm bells given what happened when the U.S. imposed steel and aluminum tariffs in March.

Week Ahead: Dollar Rises Amid Italian Coalition and China-US Trade Uncertainty

Week Ahead: Dollar Rises Amid Italian Coalition and China-US Trade Uncertainty

The dollar rally is back on after two of the largest parties in Italy agreed to form a coalition government and Japanese inflation retreated. Although there is no plan for Italy to exit the European Union, it could put the idea to the test with its fiscal strategy.

Italian Political Uncertainty Dominates European Prices

Italian Political Uncertainty Dominates European Prices

Italian political uncertainty continues to dominate European domestic asset prices. Since yesterday, Italian bond yields have ballooned on reports of a draft government program, penned by the proposed populist coalition, the introduction of procedures within the eurozone to allow countries to quit the euro.

Five Things the Markets are Talking About: Monday, May 14

Five Things the Markets are Talking About: Monday, May 14

This week there are no central bank meeting scheduled, however, there are a number of moving parts that are expected to keep capital markets on their toes: U.S. and Chinese trade talks, Eurozone GDP, and Middle East aggression.

Week Ahead: Dollar Ends Rally Awaiting U.S. Retail Sales Data

Week Ahead: Dollar Ends Rally Awaiting U.S. Retail Sales Data

The USD continues to gain versus emerging market currencies as more signs of a global growth slowdown appear. The U.S. consumer price index came in under expectations and raised concerns on how many rate hikes could the Fed get way with in 2018.

GBP Slips as BoE Delays Hike and Lowers Forecasts

GBP Slips as BoE Delays Hike and Lowers Forecasts

The Bank of England monetary policy announcement and press conference went broadly as expected today, with the central bank holding off on raising rates while maintaining that they will rise gradually over the forecast period.

Five Things the Markets are Talking About: Monday, May 7

Five Things the Markets are Talking About: Monday, May 7

NAFTA talks resume again in Washington today – it’s a critical period and the U.S. is still pushing a hardline. China trade data will be the market’s focus along with Australia’s annual budget. Here’s what you need to know.

Week Ahead: U.S. Inflation Expectations & European Growth Concerns

Week Ahead: U.S. Inflation Expectations & European Growth Concerns

The U.S. Federal Reserve is expected to hike rates 2 - 3 more times this year and with heightened inflationary pressures the third rate hike becomes more tangible. Here’s your week ahead.

Five Things the Markets are Talking About: Monday, April 30

Five Things the Markets are Talking About: Monday, April 30

The week offers a plethora of new data along with monetary policy announcements from the Reserve Bank of Australia later this evening and the Federal Open Market Committee on May 2. U.S. trade policy will be markets focus this week with U.S. Treasury Secretary Mnuchin visiting China for high-level trade talks.

Week Ahead: Dollar Slows Down Awaiting Employment Data

Week Ahead: Dollar Slows Down Awaiting Employment Data

Dovish central bank rhetoric from the European Central Bank and the Bank of Japan has increased the anticipation for the U.S. Federal Reserve’s Federal Open Market Committee on Wednesday, May 2. Data has put three more rate hikes firmly on the table.