Tuesday, 09 December, 2025
Australia’s central bank Governor Michele Bullock said the economy doesn’t need further interest-rate cuts, signaling policymakers are in a watch-and-wait mode. The Reserve Bank’s board kept its cash rate unchanged at 3.6% for a third straight meeting, with recent data suggesting inflation risks have “tilted to the upside”. Bullock said policymakers didn’t discuss a rate cut and instead were looking at what might drive a rate rise in 2026, with the Australian dollar and policy-sensitive […] Read More
Tuesday, 09 December, 2025
{FR} Voting times today – just as FYI 08:00 BST Debate starts Ballots around 10:30BST with 30mins per motion Politico article contacted the connoisseur of the Assembly last night and not enough votes to bring down the gov, the threshold being set @ 289 (range is 270/280 expected at the most) Read More
Thursday, 16 October, 2025
Read More
Thursday, 16 October, 2025
The Dutch pension reform looks set to cause seismic shifts across € swap curves amid structural long-end flows. With the latest data that became available for Q2 it is eyecatching that the market value of the hedges increased despite an increase in the 20y discount rate, while the overall moves have been relatively small. We have further refined our analysis to include changes in EUR/USD as a proxy for the FX forward valuation change in […] Read More
Thursday, 16 October, 2025
{FR} Voting times today – just as FYI 08:00 BST Debate starts Ballots around 10:30BST with 30mins per motion Politico article contacted the connoisseur of the Assembly last night and not enough votes to bring down the gov, the threshold being set @ 289 (range is 270/280 expected at the most) Read More
Monday, 13 October, 2025
EU DEFENCE: German government is discussing exempting interest costs for defense spending from the debt brake …. Would effectively give additional room to move in federal budget, est by double-digit billions in coming years. Read More
Friday, 10 October, 2025
{US} {CH} *TRUMP: I HAVE NOT SPOKEN TO CHINA’S XI *TRUMP: MANY COUNTERMEASURES UNDER CONSIDERATION ON CHINA *TRUMP: I WAS TO MEET XI IN TWO WEEKS, NOW SEEMS NO REASON TO DO *TRUMP: CHINA MADE A SINISTER MOVE WITH RARE EARTH CONTROLS *TRUMP: CHINESE LETTERS WERE ESPECIALLY INAPPROPRIATE *TRUMP: CALCULATING INCREASED TARIFFS ON CHINESE PRODUCTS *TRUMP: CHINA BECOMING VERY HOSTILE Read More
Wednesday, 08 October, 2025
Germany – Late factory holidays dampen car production German industrial production slumped by 4.3% in August. However, this is mainly due to a much lower level of car production, which was affected by the relatively late factory holidays. Although production is expected to be significantly higher again in September, today’s figures are a further indication that the German economy hardly grew at all in the third quarter. The next weak economic data from Germany: industrial […] Read More
Monday, 06 October, 2025
*GUINDOS: THERE’S NO PREDETERMINED ECB RATE PATH *GUINDOS: UNCERTAINTY LEVEL IS STILL VERY HIGH *GUINDOS: OUR RATES ARE APPROPRIATE *GUINDOS: OUR PROJECTIONS ARE MATERIALIZING *GUINDOS: RISKS FOR INFLATION OUTLOOK ARE BALANCED *GUINDOS: SERVICES INFLATION HAS SIGNIFICANTLY MODERATED *ECB VICE PRESIDENT GUINDOS SPEAKS IN MADRID *ECB’S GUINDOS: CONSUMPTION HAS GROWN LESS THAN EXPECTED Read More
Wednesday, 01 October, 2025
{US} Data is to be released/not released in the event of a shutdown. We will get ADP and ISM as they private data sets not GOVT 10/1 – To be released: MBA Mortgage Applications, ADP Employment Change, S&P Global Manu PMI, ISM Manufacturing – Not to be released: Construction Spending 10/2 – To be released: Challenger Job Cuts – Not to be released: Initial/Continuing Jobless Claims, Factory Orders, Durable Goods Orders 10/3 – To be […] Read More
