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March 12, 2023
US The labor market is still strong but is showing signs it is ready to soften as wages cool.  Wall Street will pay close attention to the February inflat
March 8, 2023
Brandywine Global: The euro area has defied expectations. What seemed a near-certain descent into an abysmal recession has not occurred. While risks still loom,
March 7, 2023
Summary:  As the market awaits Powell’s testimony to Congress and jobs figures, the stock market ran out of puff, with the Nasdaq 100 closing
February 3, 2023
The dollar rose slightly on Friday, maintaining some momentum after jumps in the previous session after a series of decisions by central banks in Europe. The ri
February 1, 2023
Headline inflation continues its fast decline and dropped to 8.5% in January, while core inflation remains stubbornly high at 5.2%. Lacking German input
January 24, 2023
The week started with more news of layoffs, and further gains in the S&P500.   Spotify was the latest tech company to announce it will let go of
January 23, 2023
We outline four different paths for EUR/SEK in 2023 based on developments in four key areas: global risk sentiment, Europe’s economic pe
January 22, 2023
Ireland's economy boomed in 2022 and the same is expected this year. The country has been relatively unscathed by the energy crisis, but high inflation w
January 22, 2023
The Belgian economy coped well with the inflation shock in 2022. Even if 2023 looks more difficult, a strong labour market should limit the damage. But i
January 17, 2023
Bond markets face a number of bearish risks today, which have to be weighed against the underlying bullish tone. Look out for a strong ZEW, bond supply,