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2023-05-16
News

German ZEW index adds to recent growth worries

The third drop in a row for the German ZEW index marks a turning point for the worse as any growth optimism from the start of the year evaporates

2023-05-03
News

The FED raised interest rates by 0.25%

In a March statement, the Fed suggested there would be no rate cuts until 2024. However, the market began betting on a rate cut in September, and after today's announcement, the chances of a rate cut this year increased.

2023-05-02
News

Australia: Reserve Bank surprises with 25bp hike

Despite falling inflation, RBA Governor, Philip Lowe, justified the latest hike by saying that it would take time to bring inflation down and hinted that more hikes might be necessary

2023-05-01
News

Federal Deposit Insurance Corporation accepts JP Morgan's offer for First Republic Bank

This has been going on since the weekend. Completion of the auction/deal means that First Republic Bank offices will reopen as JP Morgan branches thereafter. This breakdown shows that First Republic Bank has total deposits of approximately $104 billion and tot...

2023-04-28
News

Eurozone economy grew marginally in the first quarter of 2023, but divergence is high

The eurozone economy carries on along the rim of stagnation. A meagre 0.1% quarter-on-quarter GDP growth in the first quarter with high divergence across member states is better than feared – but clearly no reason to cheer

2023-04-28
News

Bank of Japan stays on hold but policy adjustment is coming

Based on upbeat activity data and higher-than-expected inflation, we believe the BoJ will take steps to normalise policy by adjusting its yield curve control tool in the coming months

2023-04-25
News

Credit Suisse saw $69 billion in outflows at start of 2023

Credit Suisse Group AG reported 61.2 billion francs ($69 billion) of outflows in the first quarter and took a large writedown at its wealth management unit, underscoring the challenge for UBS Group AG in retaining key clients and assets after the emergency tak...

2023-04-24
News

German Ifo improves marginally in April

An improving Ifo index is always good news. However, a weaker current assessment component and below-average expectations do little to take away the stagnation risk for this year

2023-04-18
News

'A credit crunch has started' as banks tighten lending by the most on record, Morgan Stanley CIO says

The credit crunch stemming from the fallout of Silicon Valley Bank has begun, with data showing clear tightening of lending standards by banks, according to Morgan Stanley's top stock strategist Mike Wilson.

2023-04-18
News

China’s GDP for 1Q23 is better than expected

1Q23 GDP grew 4.5%YoY, much faster than the 2.9%YoY recorded for 4Q22. This is a better-than-expected data report. We expect that the government will hold back extra stimulus plans and the yuan should strengthen

2023-04-11
News

Eurozone retail sales decrease again in February despite upbeat surveys

Retail sales in February continued to decline, which makes it unlikely for a positive contribution to first quarter GDP. This suggests that there may be weakness in the economy and no strong rebound in growth is expected.

2023-04-10
News

China and Taiwan disrupted the morning market

According to the state media, the Chinese military announced that the maneuvers around Taiwan will continue. Chinese military: We are maintaining the momentum of encircling Taiwan island with maneuvers. We conducted detailed simulated attacks on key targets on...