Back at Reuters. Markets geek. 🦋👉@acoops.bsky.social👈🦋
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Amanda Cooper retweeted
Take Five: Market themes for the week ahead - A year of war in Ukraine @naomi_rovnick @KarinStrohecker @vid_ranganathan @LKrauskopf @a_coops1 reuters.com/business/take-fi…
#GBP - Small mercies! UK CPI falls to 10.1% in Jan from Dec's 10.5%. Core 5.6% vs 6.3% and RPIX a mere 12.6% - So as long as you didn't spend money on energy, food, booze or ciggies (core)/your mortgage (RPIX), you were ahead!
#GBP holding steady after UK GDP shows the economy avoided a "technical recession" in Q4. Zero is the new growth! 🥳
ALT Credit: Reuters
If yesterday's central bank-fest and monster bond rally wasn't enough excitement for you, Big Tech shares are under pressure in Frankfurt (down 4-5% after earnings) and there's non-farm payrolls - e185K vs 223K prior. 🥳
Good morning! The day that we've all been waiting for is HERE! Never mind who voted for what or what the rate outlook is. I'll be glad not to read/write/edit "Markets do nothing ahead of ECB/BOE" for another few weeks 😁 #journolife
For anyone keeping a close eye on the ECB this week, this cheat sheet is great!
🇪🇺 ECB Rates and FX cheat sheet: Wake up, this isn’t the Fed!
A 50bp hike by the European Central Bank, and a repeat of its December guidance, are set in stone but a push back against subsequent cut expectations will move 5Y euro rates higher
think.ing.com/articles/ecb-c…
Amanda Cooper retweeted
After a long, cold year, investors are flocking back to Europe reut.rs/3JjFcAG
💵Dollar falls as Europe inflation cools and China lifts the Aussie - thank you @MrMBrown for your help this AM!
reuters.com/markets/currenci…
Amanda Cooper retweeted
Take Five: Market themes for the week ahead - The grand 2022 central bank finale @LKrauskopf @DharaRanasinghe @naomi_rovnick @a_coops1 @KarinStrohecker @ReutersFlasseur reuters.com/business/take-fi…
Amanda Cooper retweeted
Volatility of Italy's spread fell sharply after the June ECB emergency meeting and stayed low even after Draghi's gov't fell. As @HannoLustig says, this doesn't mean Italian debt got less risky. Risk is just being warehoused on the ECB balance sheet at the expense of others...
Amanda Cooper retweeted
Take Five: Market themes for the week ahead - Black Friday test @LKrauskopf @a_coops1 @DharaRanasinghe @KarinStrohecker reuters.com/business/take-fi…
Amanda Cooper retweeted
A portfolio with 60% of its money invested in US #stocks and 40% invested in 10y UST has lost 15% this year, chart @WSJecon cutt.ly/0MzV00M
Amanda Cooper retweeted
Gilt lending by the Debt Management Office has been insufficient to ensure proper transmission of BoE policy, note @MarketsGarvey and @AntoineBouvet2
think.ing.com/articles/rates…
💵 #DXY - After all my angst over hunting down "Powell's favourite curve" before it inverted, y'day's FOMC/press conference prevented that. It's widened 20bps in the last 24 hours (10-min chart 3M/3Mx18 IRS). Now I need a new derivative to obsess over. Any tips? #nerdalert
💶 #EURUSD - bit geeky but it's a fraction away from the bottom of the cloud on the daily chart ($1.00049). It's had about 4 goes in as many months at piercing it - but to no avail, logically. 🤓
💶#EUR - Edging towards parity again ... but will anyone be brave enough to take that on a day before the ECB? 🤔
Amanda Cooper retweeted
Even if the weather has brought some relief to the German economy, the gradual sliding into recession continues, says @carstenbrzeski.
But – Germany’s most prominent leading indicator just sent signals that things are – at least – not getting worse.
think.ing.com/snaps/german-i…
Amanda Cooper retweeted
We think UK inflation is now only fractionally away from the peak. But inflation could be 2-3pp higher for much of next year depending on how the government's energy price guarantee is structured, says @SmithEconomics
think.ing.com/snaps/uk-infla…
