Inflation

The last couple of weeks have been bullish for the stock markets, generally speaking. Just yesterday, the Nasdaq and the S&P 500  logged new all-time highs. The Nikkei finally recovered from its '80s bubble to reach levels not seen in…
Read More

The Dax 40 pushing for another high The Dax 40 found more momentum as inflation figures are expected to improve across the Eurozone. On the chart, the trajectory remains elevated, and the latest push in a shorter time frame looks for…
Read More

After Europe narrowly avoided falling into a technical recession at the end of last year, apparently traders are starting to think that the ECB will hold on to higher rates. If the economy manages to eke out even a little bit of growth,…
Read More

The dollar will have a pretty active week, with several key data points being released starting with Durable Goods Orders later today. The next event is Thursday's release of the Fed's preferred inflation measure, PCE (the last before the…
Read More

Tomorrow sees the release of the latest CPI report from the BOJ. But analysts generally expect it to largely feed into general rhetoric that seems to suggest that ultra-easing won't change. The thought was that if inflation picked up in…
Read More

After its last meeting, the BOC was talking tough on rates, saying that inflation would remain high for the first half of this year. Tomorrow we'll get the latest Canadian inflation figures to see if that stance is justified in the data.…
Read More

Are the ECB and the Data Going Different Directions? There has been a lot of news going on in the world outside of Europe this week, but that doesn't mean things haven't been happening to impact the outlook for the Euro. Many members of…
Read More

US data has had a habit of surprising the market to the upside, of late. It seems that there is a lot of hope that macro releases will support more rate cuts by the Fed. But without a slowing economy - or, indeed, a strong economy - the…
Read More