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- Geo-political tensions across the Pacific are commanding risk aversion flows as US House Speaker Pelosi visits Taiwan. Multiple unofficial sources s
- Risk appetite finding some legs as market participants rethink their views on FED rate hike pace after recent Q2 US GDP contraction. CME futures ind
EU Mid-Market Update: Central banks continue to act against inflation; EU cuts growth outlook while raising inflation forecasts. Notes/Observations -
-Risk on momentum carries over from last weeks close while rate hikes appear to be priced in as investors now balance the prospect of recession agains
-European economic data continues to miss expectations as Spain GDP and mortgage lending, Hungary wages, Turkey capacity and confidence, Czech confide