分析報告

What’s next after tentative debt limit agreement?

What’s next after tentative debt limit agreement?

Following about a month of negotiations after the approval of a debt limit bill by the Republican majority in the House of Representatives on April 26th, President Joe Biden and House Speaker Kevin McCarthy revealed on Saturday evening their achievement of a preliminary compromise agreement.
ACY Securities | 486天前
 UK business confidence slips in May

UK business confidence slips in May

Asian equity markets down on weak China PMI. Concerns over US Fed rate hike. Business confidence falls but still above start of year. Eurozone inflation data watched. Sparse US data, JOLTs survey and Beige Book released. BoE's Catherine Mann may argue for larger rate increase. US Treasury and UK gilt yields fell, US dollar strengthens.
Moneta Markets | 486天前
US debt limit accord reached, still to be voted on

US debt limit accord reached, still to be voted on

Asian session cautious despite US debt ceiling deal. UK interest rate concerns rise. Sparse UK data. Global focus on inflation. Eurozone data awaited. China's PMI signals growth slowdown. US, UK return after holiday. Pound stable. 10-year Treasury yields fall, 2-year yields stable.
Moneta Markets | 487天前
EUR: Limits to this move lower.

EUR: Limits to this move lower.

The relative fundamental divergence ahead remains more EUR/USD supportive. I acknowledge that relative macroeconomic conditions have become less supportive of a decline in the US dollar.
ACY Securities | 487天前
Has silver reversed?

Has silver reversed?

Expert market comment from senior analyst Alex Kuptsikevich of the FxPro Analyst Team: Has silver reversed?
FxPro | 488天前
The Underlying Reasons for the Yen's Ongoing Struggles

The Underlying Reasons for the Yen's Ongoing Struggles

The Japanese yen (JPY) struggles due to low interest rates by the Bank of Japan, a strong Nikkei stock market, China's recovering economy, and positive US outlook. Future pressures include the BoJ's stance, the Nikkei's strength, China's role, and the US debt ceiling. The yen's weakness in Q2 2023 reflects interconnected factors.
Moneta Markets | 488天前
JPY: Why so weak?

JPY: Why so weak?

There are multiple factors contributing to the weakness of the JPY. Moreover, investors have shown a confident outlook on the US debt ceiling negotiations, adding to the JPY's weakness.
ACY Securities | 488天前
Yes Agreement In Principle

Yes Agreement In Principle

And the great relief of the US Debt Ceiling resolution is at hand. Much as most had expected, an eventual agreement at the last moment. Though this writer had doubts.
ACY Securities | 488天前
Bitcoin has exhaled on debt

Bitcoin has exhaled on debt

Expert market comment from senior analyst Alex Kuptsikevich of the FxPro Analyst Team: Moving Past Debt-Ceiling Woes, Bitcoin Turns Attention to Bigger Issues
FxPro | 488天前
UK retail sales increased at the start of Q2

UK retail sales increased at the start of Q2

Asian markets rise on US rally. US debt ceiling progress reported. Tokyo inflation falls, favoring BoJ stimulus. UK retail sales show positive start to Q2. No major Eurozone data. US personal spending expected to grow. Weaker US dollar, GBP/USD gains. Gilt yields up on rate hike speculation.
Moneta Markets | 491天前