23rd February 2022

A change of tune for indices as the bulls lose control

We look into the 2013 original taper tantrum and what it might mean for 2021. Equities are looking c (...)

23rd February 2022

Indices test recovery potential around key inflection points

The rebound on equity indices has reached a crucial inflection point, with major markets all setting (...)

23rd February 2022

Espresso morning call: Friday 22nd October 2021 trading updates

Even with the move higher on US bond yields, there is a positive sentiment across major markets that (...)

23rd February 2022

The signals to watch for a near term unwind on USD strength

We have seen initial signs of a kickback against recent USD strength. We are looking for the signals (...)

23rd February 2022

Precious metals breaking the shackles and ready to shine

With real yields under pressure, precious metals are being given the platform to shine. Gold, Silver (...)

23rd February 2022

ECB slows pace of PEPP but no end in sight for loose policy

In a mild victory for the hawks, the ECB has reduced PEPP purchases. However, it is difficult to see (...)

23rd February 2022

Espresso morning call: Thursday 1st October 2021

USD starting to lose upward momentum and could be set for a near-term pullback.

23rd February 2022

Espresso Morning Call 5th October 2021

Equity markets looking for a tentative recovery. USD gains hitting across major forex pairs. Commodi (...)

23rd February 2022

Is sentiment turning around? The indicators to watch.

We look at the key markets and indicators that will help to determine whether risk appetite can sust (...)

23rd February 2022

Mid-week Majors: USD remains an important test for sentiment

With yields moving higher again, the risk is that USD follows suit. This would have a key impact acr (...)

23rd February 2022

US Core CPI drops more than expected, USD slips lower

The evidence is mounting that US inflation has peaked. We look at the impact of today’s US CPI data (...)

23rd February 2022

Eurozone flash PMIs decline as re-opening momentum fades

Looking at the implications of a negative surprise in today’s Eurozone flash PMI data. Markets seem (...)