23rd February 2022

US inflation ticks a shade higher in September

Looking at the slight increase in US inflation there is a mild hawkish implication as it questions t (...)

23rd February 2022

US ISM Services positive surprise boosts US equities

Assessing a positive surprise in the ISM Services data, it seems that it is equity markets that are (...)

23rd February 2022

A mixed bag of pre-Thanksgiving data as GDP slightly misses

As the slew of US data releases begins, GDP has missed but jobless claims have come in significantly (...)

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: 22nd November 2021 trading updates

There is a marginal towards risk positive sentiment that is running through equity markets this morn (...)

23rd February 2022

Espresso morning call: 14th December trading updates

There is a tentative feel across major markets as we get ever closer to a deluge of central bank dec (...)

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 (...)