Category: Uncategorized

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

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

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

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

European indices open slightly lower with hot UK inflation likely weighing

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

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

What are the main events for today?

FX option expiries for 21 May 10am New York cut

ICYMI – Moody’s US downgrade sparks concern among Hong Kong pension funds

US politics – tentative deal for $40,000 SALT deduction reached