Gold has come under renewed pressure yesterday after oil prices surged to new weekly highs. Overall, the situation in the Middle East hasn’t changed much as the Houthis continue to attack Saudi…
Eurostoxx +0.1% Germany DAX +0.2% France CAC 40 +0.5% UK FTSE +0.9% Spain IBEX +0.5% Italy FTSE MIB +0.2% It’s a positive start to proceedings in Europe, with modest gains across the…
There is arguably just one key expiry level to take note of on the day, as highlighted in bold below. And that will be for USD/JPY at the 158.00 mark, with the…
German September final CPI +3.3% vs +3.3% y/y prelim Prior +2.9% Germany September final HICP +3.3% vs +3.3% y/y prelim Prior +2.9% The headline readings are unrevised compared to the preliminary estimates,…
You can have a good trading strategy and even get most of your trades right. But as we’ve seen, that doesn’t necessarily mean that you’ll be profitable at the end of the…
BoE’s Greene warns waiting for second-round inflation effects would be too late Goldman sees Europe reserve release cutting diesel by $11 but shrugs off Russian supply Australian business confidence slides to -13…
Oil is the main pressure point: volatility tied to Houthi attacks on Saudi Arabia and the broader Iran conflict is lifting costs and denting sentiment, so any further energy spike would likely…
Greene’s remarks reinforce the hawkish wing of the MPC and support market expectations of a November hike, which recent reports put at around 84%. Her warning about second-round effects ties directly to…
Diesel remains the sharpest pressure point in the energy shock from the Iran war, and Goldman’s view suggests relief depends on government stockpiles rather than extra Russian barrels. A European reserve release…
Oil is once again the dominant macro driver: with Brent near a two-week high on attacks on Saudi energy facilities and a fragile Russia-Ukraine energy truce, the inflation channel is pushing yields…
Oil is the pivot of the whole outlook: the IMF’s base case assumes the Strait of Hormuz reopens in March 2027, so any slippage in that timeline or escalation toward its $130…
The squeeze hands pricing power to anyone who already controls chips, data centres and electricity, favouring hyperscalers, neoclouds and chipmakers over the startups trying to rent from them. Rising rental prices and…
