Blog

Will the buyers defend 5% yields once again? The red flags are flying

US MBA mortgage applications w.e. 16 May -5.1% vs +1.1% prior

ECB’s de Guindos: 2% price goal to be reached sooner than later

US House Speaker Johnson: We came to $40,000 SALT deduction cap agreement

Google’s VEO 3 AI Video Generation is Insane. Hollywood (and Related) Stocks to Short?

ECB’s Kazaks: The ECB will soon reach terminal rate if baseline holds

ECB’s de Guindos: Equity valuations are high, credit spreads out of sync with risk

UK April CPI +3.5% vs +3.3% y/y expected

Traders trim bets on BoE easing favouring just one rate cut in 2025

European indices open slightly lower with hot UK inflation likely weighing

What are the main events for today?

Japan’s super-long bond yields continue to surge to record highs