Yves Sanquer

Rates: The CPI didn't impact investors

The publication of the US consumer price index was expected to set the pace for investors around the world this week. In the end, the announcement was a dud, and neither indices nor interest rates budged. For the time being.

January 15, 2024 at 09:36 am

Currencies: Two currencies, one fight

Since the vote in favor of Brexit, some have called for a full uncoupling between England and continental Europe's economies. However, despite the differing points of view and the sometimes stormy relations between the two blocs, the currencies themselves are adopting the same attitude to the dollar king.

January 15, 2024 at 09:19 am

Rates: Jerome, how are rates this year?

Making predictions is a dangerous game. Rather than throwing out the end-of-year stock market index levels, we're going to take a slightly different angle and try to give you the keys to reading the possible trajectory of US interest rates over 2024.

January 08, 2024 at 10:58 am

Currencies: Spotlight on scandies

For once, let's talk a little about these northern European currencies, often referred as "scandies" by currency traders. Why? Because they are among the most heavily traded currencies in the world, and also because they have a story to tell.

January 08, 2024 at 10:50 am

Currencies :Things are getting awry

While the Fed has just half-heartedly announced the end of the monetary tightening cycle initiated in 2022, the dollar is resuming its downward slope, particularly against European currencies whose central banks are less accommodating, for the time being.

December 18, 2023 at 10:36 am

Rates: Banzai!

This year, the financial markets are celebrating Christmas a little early. Champagne, petits fours and a healthy dose of risk are on the agenda. Let's hope it doesn't end in a hangover.

December 18, 2023 at 10:26 am

Interest rates: What if we've got it all wrong?

Falling interest rates are a mantra chanted by investors the world over. A return to easy money has been one of the driving forces behind the rise in equity markets since the end of the great financial crisis of 2007-2009. So why shouldn't we welcome the current easing in interest rates? Here are some explanations.

December 11, 2023 at 10:21 am

Rates: So far, so good

Without a doubt, November will go down in the annals of history as a banner month. The stock market rallied strongly on the back of a narrative that continues to revolve around falling inflation, a return to more accommodative monetary policy by the end of the first quarter of 2024, and a soft landing for the US economy on the back of productivity gains generated by the IDA.

December 04, 2023 at 10:36 am

Currencies: Dollar close to intermediate support

The expected end of the monetary tightening cycle is reflected in the weakness of the dollar, which has lost ground against many currencies in recent weeks. However, an intermediate rebound could well be in the offing in December.

December 04, 2023 at 10:33 am

US 10Y Cash : Black Friday week

In the absence of any major macroeconomic data due to Thanksgiving, the markets remained relatively quiet last week. However, the return to business is already underway, and Black Friday sales will be closely scrutinized. Any (abnormal) weakness in the US consumer could rekindle fears of a slowdown in the world's leading economy.

November 27, 2023 at 05:56 am

Currencies: Renewed interest in Asian currencies

Due to a short Thanksgiving week, we had to look for relief in exotic markets, and Asian currencies deserve a spotlight.

November 27, 2023 at 05:35 am

Currencies: The dollar is doomed to fall

Falling inflation in the US has completed the undermining work initiated by the Federal Reserve. The prospect of multiple rate cuts in 2024 will logically weigh on the performance of the US currency over the coming months. It's only a short step from there to anticipating a sharp fall in the dollar index.

November 20, 2023 at 10:23 am

Rates: Inflation slows, rates ease and the market applauds

Last week's key event was undoubtedly the publication of the consumer price index, which set the world alight. The "soft landing" scenario is taking on new color against a backdrop of inflation control.

November 20, 2023 at 10:14 am

Rates come to their senses

In the absence of significant macroeconomic data, interest rates are easing after the central bank announcements made earlier this month. We'll be keeping an eye on future movements alongside the reaction of indices to determine any narrative changes. Explanations.

November 13, 2023 at 10:58 am

Currencies: CAD and oil go together

With ongoing tensions in the Middle East, oil prices are the focus of investors. Although it has so far fallen back sharply, proving that the markets are not anticipating an extension of the conflict, the proximity of technical support on both oil and the Canadian dollar deserves your attention.

November 13, 2023 at 10:51 am

Currencies: Endgame for the dollar?

Close it down. The central bank ball ended last week, and everyone is keeping score. A quick way to understand what investors are thinking is to take a look at currencies, which are classically nicknamed "fast money".

November 07, 2023 at 04:42 am

Rates: US 10-years going down the slope?

U.S. yields have gone straight down and equities are rising. All because central bankers kept their promises. Here's a look back at a key week.

November 07, 2023 at 04:40 am

Currencies: Same old, same old

Over the past few weeks, we've been focusing on a number of currencies, not least because of their current macroeconomic situation and chart configuration. On the eve of the meetings of several major central banks - the BOJ, Fed and BOE - we believe that a brief overview of the forces at play is in order.

October 30, 2023 at 10:52 am

Rates: The ECB leads the way

Last week, the European Central Bank unsurprisingly kept its key rates unchanged, while maintaining its hawkish stance. It's only a short step from there to saying that the Fed will do the same next week.

October 30, 2023 at 10:49 am

Rates: Hit but not sunk

The US 10-year yield briefly touched 5% during the session. What happens now? Is a trend reversal possible? Let's take a look at the options available.

October 23, 2023 at 10:58 am

Currencies: The Swiss franc, the eternal safe haven

Whatever our Swiss neighbors may think, their national currency continues to benefit from geopolitical tensions. In fact, it's doing even better than before! The war between Hamas and Israel is no exception, and over the past week, the Swiss franc has risen sharply against all other G10 currencies.

October 16, 2023 at 11:18 am