"‘Draghi’s resignation comes as a market surprise and injects some fresh political uncertainties for BTP spreads to contend with. The next focus for markets will be the 20th July when Draghi addresses Parliament which could hold the key regarding ...

“After over a decade of ultra-low rates, the ECB is set for its policy liftoff on July 21st, following the majority of central banks of the major economies. Policymakers already announced in their last meeting that the hike, the first since 2011, ...

By Ole Hansen, Head of Commodity Strategy, Saxo Bank The commodity sector remains under pressure from a whole host of negative developments. In early June, the weakness spread from industrial metals – already suffering from China’s zero-Co...

Despite central bankers’ best efforts and consumers’ wishes, inflation risk is unlikely to go away and stay away. This year’s rapid repricing of inflation expectations is a fresh reminder of both the limitations of inflation forecasting and t...

This month’s Editorial by Olivier de Berranger, Deputy Chief Executive Officer and CIO of La Financière de l’Echiquier. Germany’s foreign trade figures, published in early July, are one of the signs of the ongoing upheaval. For the first time s...

Sébastien Galy, Senior Macro Strategist at Nordea Asset Management, comments on the current challenging situation for the ECB and European fixed income: “The ECB is likely to accelerate its pace of rate hikes, while an anti-fragmentation...