Category: Uncategorized

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

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

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

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?