Financial News
- Bob Mason
Trump moves to curb Chinese tech investment, sparking AI war fears and a Hong Kong market sell-off.
- Vladimir Zernov
The report showed that rising input costs put pressure on manufacturing activity.
- Eiko Sievert
The outcome of Germany’s election makes a coalition between the CDU/CSU and the SPD likely, allowing for a rapid coalition agreement, though reforms to Germany’s debt brake will remain challenging.
- James Hyerczyk
Consumer sentiment tumbles 9.8% in Feb as inflation fears grow. Housing sales dip 4.9%, while mixed regional trends signal caution for traders.
- Vladimir Zernov
The Services PMI fell into contraction territory for the first time in 25 months.
- James Hyerczyk
Flash Manufacturing PMI sinks to 46.4, a 14-month low, while Flash Services PMI hits a 2-month high at 51.1. UK market faces bearish pressure as job cuts rise.
- James Hyerczyk
Eurozone Manufacturing beats forecasts with a 9-month high, while Services PMI hits a 3-month low. Mixed signals for traders eyeing EU market opportunities!
- James Hyerczyk
Germany’s PMI rises to 51.0, driven by steady services growth and easing manufacturing drag. Caution ahead as tariff risks and geopolitical concerns linger.
- Vladimir Zernov
Gasoline inventories declined by 0.2 million barrels.
- Dennis Shen
The UK’s sovereign rating has remained resilient to recent crises. But greater structural risks in the UK government bond market and a worsening public debt outlook are downside factors.
- James Hyerczyk
U.S. jobless claims hit 219K, labor market holds firm. Philly Fed shows slower manufacturing growth as inflation pressures persist. Market outlook cautious
- Bob Mason
US tariffs loom as China shifts focus to domestic demand, boosting consumption and investment.
- Vladimir Zernov
Fed wants to see further progress on inflation before cutting the target range for the federal funds rate.
- James Hyerczyk
U.S. housing starts plunged 9.8% in January, signaling trouble for homebuilders. Meanwhile, completions surged, adding supply pressure to the market.
- Bob Mason
Rising UK inflation sparks doubts over BoE’s rate path. A stronger economy and tight labor market could delay monetary easing plans.
- Alvise Lennkh
Rising tariffs, lower growth, higher defence spending, deeper political fragmentation and rising dollar-denominated borrowing costs are set to weaken the European credit outlook unless Europe unites and makes bold reforms.
- Vladimir Zernov
Concerns over tariffs and mortgage rates put pressure on builder sentiment in February.
- James Hyerczyk
NY manufacturing rebounds, but rising costs and weak hiring weigh on outlook. Inflation concerns may pressure Fed policy. Market impact analyzed.
- Bob Mason
UK wage growth accelerates as unemployment holds steady, raising doubts over a March BoE rate cut. Will inflation force the BoE to hold rates longer?
- Bob Mason
RBA trims rates but warns of inflation uncertainty. Aussie dollar fluctuates as markets assess future policy moves.