5th May 2022

Markets turning on a reset of Fed rate hike expectations

With the Federal Reserve seemingly not as hawkish as some had been anticipating, there has been a sh (...)

5th May 2022

Espresso Morning Call: Markets react to a less hawkish Fed

Markets are continuing to react to the news late in the US session that the Federal Reserve would be (...)

4th May 2022

Wall Street at another key inflexion point ahead of the FOMC

The FOMC meetings have marked key turning points for Wall Street in 2022 and another is set for toda (...)

4th May 2022

Espresso Morning Call: Improving sentiment weighs on USD

Investors looked past weaker than forecast US growth to drive a positive session on Wall Street. The (...)

3rd May 2022

Watching major forex for signs of peak Fed tightening

The USD is consolidating ahead of the FOMC meeting this week. We continue to look for signs that exp (...)

3rd May 2022

Espresso Morning Call: USD slips as US 10yr yield hits 3%

The US 10 year yield has hit 3.0% and is the highest since December 2018. Although the USD is paring (...)

29th April 2022

Week Ahead: Focus on the Fed as central banks take the stage

There is a deluge of tier-one data this week. Three major central banks and two in Lat Am update mon (...)

29th April 2022

Espresso Morning Call: Improving sentiment weighs on USD

Investors looked past weaker than forecast US growth to drive a positive session on Wall Street. The (...)

28th April 2022

The USD but also risk appetite are key for precious metals

Precious metals have struggled to perform as a safe haven amid the backdrop of significant USD stren (...)

28th April 2022

Espresso Morning Call: Indices rally amid further USD gains

Positive results on Wall Street have enabled a rebound in indices to gather pace this morning. Howev (...)

27th April 2022

Near term rallies remain a chance to sell indices

The current selling phase on indices has paused this morning, but recent trends suggest rallies are (...)

27th April 2022

Espresso Morning Call: Rallies being sold as sentiment sours

Any hints of recovery in risk appetite continue to be snuffed out and seen as a chance to sell. Sell (...)