Inflation

Tomorrow's big event for euro traders is likely to be the release of German Consumer Price Index data for March. While the data itself is important enough to move the markets, there are some underlying trends that could affect European…

Tomorrow, GfK announces the results of their monthly consumer sentiment survey. Consumer demand is probably the most leading indicator in terms of what we can expect from the recovery, and how the markets will react. Since the…

Tomorrow and Wednesday we have a couple of the most important data releases for the pound this month. The general trend for the currency right now is pretty much down to expectations around the covid recovery. BOE officials have stressed…

The BOE is not immune from the global inflation headache. Central bankers are having to balance the need to continue supporting the economy for the next few months against the market expectation that the economic reopening will spur…

From the name, you might have guessed that reflation trades have something to do with inflation. And you would be correct. But, what's the difference between inflation, reflation, and deflation? And how do you trade that? How the…

Tomorrow we get more of the first pivotal economic figures of the first month of the Biden Presidency. Candidate Biden promised to end the pandemic, not the economy. Of course, it's too early to see the full effect of policy changes. But…

Equity markets have witnessed a wild ride over the past week. US treasury yields and the hint of inflation have shaken the markets to their core. With the Fed pledging to maintain its easy-money policies until the economy…

Recently, there was quite a bit of media attention on the rise in silver prices. It had more to do with speculation of another attempt to corner the market similar to the GameStop move earlier in the month. But, that turned out to be…

Inflation expectations are likely to be one of the main forex drivers over the next couple of months. As the economies reopen, we want to pay close attention to whether prices start to rise, and how fast. This will have an influence on…

With demand still under pressure in the middle of a pandemic, it might seem odd to talk about inflation. Especially with jobs growth stagnating, as we saw with last Friday's NFP report. But this is the scenario that an increasing number of…