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PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI Fed Preview-Oct 2026: No Rush, But Not Done : #783bec02-e7d7-455a-9e5f-d4255a9f6e19 * MNI INTERVIEW: Fed To Reassess Policy After Dec Hike- Bullard: #ffae54ab-0a28-41b7-aa74-4de7c8eabb69 * MNI BoC Preview-Sep 2026:Inflation Risks Tip BOC Back To Hikes: #6bbd5f7b-95aa-4898-a43f-67fb080d1605 * MNI RBNZ: MNI RBNZ Preview-October 2026: Hike, Rising Price Pressures: #e5a1f315-e94b-4845-bdd1-9ee8412578eb * MNI US DATA: Weekly ADP Slightly Extends Pullback...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI FED: MNI Fed Preview-Oct 2026: No Rush, But Not Done: #c726b117-3ebd-439d-bc1a-9e662896681a * MNI Global Week Ahead: Central Banks, Data and UK Budget: #10a69562-c44d-482a-8692-d3ac0f903b1c * US/IRAN: Trump Says Decision Time Nears on Iran: Deal or 'Finish It Off' (Bloomberg): #2fb151d4-afa7-4e35-8b08-d923d2096f5e * US/UKRAINE: Ukraine Says Restrictions on Starlink Speed Have Been Lifted (Bloomberg) : #0a9913af-e870-4e33-a120-71d4fe999813 * US/CANDA:...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI US: CBO Report on Cost of US War om Iran: #a48e1c42-668c-4a6d-a5a8-9c15417e451c * MNI SOURCES: ECB Likely To Wait Till December Before Next Hike: #0f88b38e-97de-4daa-8841-b3a48c32b3ec * Bloomberg: US Senate Blocks Landmark Crypto Bill in Industry Loss: #ca8c1ed6-d6ab-4da8-84d1-3fe501cc9bb0 * US DATA: Weaker Empire Manufacturing Activity Comes With Resurgent Prices : #a77c538f-1913-4efb-a0f2-6b1019c8c404 * MNI US DATA: Weekly ADP Continues Slow...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI CANADA: Trade Min LeBlanc "Optimistic" Of A Deal On USMCA, Despite US Tariff War : #01049a05-0883-4345-8c6a-8180eb8536dd * MNI US DATA: CPI Full Unrounded Figures - Aug'26: https://www.mnimarkets.com/articles/cpi-full-unrounded-figures-aug26-17891299 15948 * MNI MIDEAST: Iran's Foreign Ministry confirms plans to hold a regional meeting: #46f72963-6543-45f1-b18e-8eedad4e082e * MNI US DATA: Core CPI Y/Y Nearly Rounds Higher But Just About Softest Since...
PSD Bank Rhein-Ruhr eG
By Jonathan Cavenagh * Oil prices continue trending higher as they increase the risk premium as not only is there no sign of an agreement to reopen Hormuz but tensions in the Middle East have increased. Iran said the Strait will remain shut until the US meets the conditions of the now expired MoU, while President Trump stated that he's not interested in extending it. In addition, the UAE has suspended trade and financial transactions with Iran following a missile attack.
PSD Bank Rhein-Ruhr eG
By Tim Cooper, Bill Sokolis EXECUTIVE SUMMARY * ISRAEL-LEBANON: Israel Strikes Lebanon as US Preps Fresh Iran Sanctions Package (Bloomberg): #3d35da54-5048-4529-959f-90bfeaa28aaf * U.S.-Iran ceasefire set to expire with talks at a standstill (Politico): #170ec9dd-da90-4abc-8c2a-f017041e8def * Trump says will 'soon' declare Hormuz strait US territory (AFP): #f62b53f5-4609-40dd-af62-d5906d6d79c4 * Fed's Goolsbee Wants to See More Evidence of Cooling Inflation (Bloomberg):...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI IRAN: Hormuz Traffic Ticked Up After Halt to Air Strikes: JMIC : #58e7d026-945c-49cb-a659-a3dd25d09030 * MNI Iran Won't Recognize Strait of Hormuz Route If Oman Rejects Terms: #c2f6319a-eca7-4cbc-900f-4c60b02faf1c * MNI US DATA: Consumers Increasingly Cautious On Labor Market, With A Revision Caveat: #6c57d1d6-3c29-41cf-90bd-8c76e22dd528 * MNI US DATA: Another, Gradual, Moderation In Weekly ADP Before Next Week's NFPs:...
PSD Bank Rhein-Ruhr eG
By Jonathan Cavenagh EXECUTIVE SUMMARY * US AND IRAN PRESIDENTS SIGN CEASEFIRE AGREEMENT, BUT TRUMP SAYS HE COULD STILL RESUME ATTACKS - RTRS : #f9cbd387-bc90-490d-8b66-0c125eb197a6 * WARSH LEADS FOMC INCLINED TO HIKE RATES - MNI FED WATCH : #3a8e2212-273f-4112-bd7e-5d92eb04ff74 * JAPAN VOWS TO ACT 'ANY TIME' ON YEN AS MARKETS BRACE FOR INTERVENTION - CNA: #e9806c66-fd29-458e-bcd1-ad2e11882ef0 * NEW ZEALAND GDP UP 0.8% Q/Q - MNI BRIEF : #35520ae2-41b7-4015-99a7-f2b4f099efb1 * DOOR CAUTIOUSLY...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI FED: MNI FOMC Minutes Preview - September 2026 Meeting: #6a9d201c-693f-452e-b52c-2ed4e0b8adea * MNI BRIEF: Fed's Schmid: 'A Ways To Go' On Inflation Target : #fef018b2-87bb-401f-a227-7094ef23bf82 * MNI FED: Daly Warns On Potential For Compounding Or Longer Lasting Shocks: #66bfe5f3-5fed-4340-be4d-acd4d7d51411 * MNI US DATA: Tech Imports Surge Continues To Push Renewed Widening In Trade Deficit: #5e4831db-04cf-4be7-be65-c9ba51fd11d8 * MNI US DATA: Weekly...
PSD Bank Rhein-Ruhr eG
By Gavin Stacey EXECUTIVE SUMMARY * Trump Renews Pressure As Iran Vows Retaliation Beyond Mideast - BBG: #1490cd15-e83c-423f-aed6-431c4eeb9c70 * FOMC Sees Long Hold, Nods To Possibility Of Hikes-Minutes: #81ec4787-a862-48b4-a7c7-77601050c57c * Hard To Justify Fed Cuts Anytime Soon-Lacker: #db76a222-30b2-4206-a9f9-c47c33a9e537 * BOJ's Koeda Sees Need For Timely Rate Rises: #21963ca2-4524-42a9-ab37-514693d9606d * Aussie Labour Market Loosens - MNI Brief: #aafc8cba-68c9-418b-93b3-11e29372d7e0 *...
Berliner Volksbank eG
By Emil Lundh See below for the key events in developed and emerging markets next week.
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI BRIEF: Senate Panel Advances Warsh To Be Fed Chair: #e5ad8831-81b9-43ad-b74b-33e391b8c271 * MNI FED: Powell: Economy Is "Quite Resilient", Inflation The Area To Work On: #540c5f89-7ea1-4403-be49-64a5e6c67f17 * MNI FED: Powell: Nobody's Calling For A Rate Hike Right Now: #8141c47e-27dc-4072-a736-5540d23f68f8 * MNI FED: Two-Way Rate Guidance Dissents Lend Hawkish Tone To FOMC Statement: #85203fe8-6ff6-4fd9-875f-43803dd70d27 * MNI BOC Can Keep Holding If...
PSD Bank Rhein-Ruhr eG
By Hiren Ravji EXECUTIVE SUMMARY * MNI FED PREVIEW: NAVIGATING A NARROW STRAIT: #0c08e63a-6f36-4729-afb8-f10af4f5ec55 * IRAQ STARTS KIRKUK OIL EXPORTS VIA PIPELINE TO CEYHAN IN TURKEY: #5c8c7dcc-0321-482f-bee6-ba92fe7224f4 * IRAN VOWS REVENGE FOR LARIJANI AS TRUMP SAYS WAR MAY END SOON: #90f5fe3c-87a1-4fd8-bf47-cc2b32efd112 * ECB PROJECTIONS TO INCLUDE PRICING SINCE IRAN WAR: MNI EXCLUSIVE: #0249b897-56df-4b39-8419-d65c45c34afa Figure 1: Most hawkish inflation outcomes averted but still...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI BOJ WATCH: Board To Hold, Remain Vigilant On Prices: #453fceea-0583-4a10-8d7f-d56832eb8fd4 * MNI US: Trump Posts on Truth Social, Criticizing Nato Response to Iran: https://www.mnimarkets.com/articles/trump-posts-on-truth-social-criticising-n ato-response-to-iran-1773760873337 * MNI US PREVIEW: Core PPI Expected To Maintain Recent Monthly Momentum: #a8911ef3-d4cf-440c-bb07-dd72e61ad1b6 * MNI US DATA: Private Sector Hiring Lost A Little Momentum Heading...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI FED: MNI Fed Preview - March 2026: Navigating A Narrow Strait: #87b263fa-ef22-4251-bf3d-edb65201f851 * MNI SECURITY: Trump Says US Has "No Idea" Who Is Leading Iran: #768fe96f-4597-411b-a66c-e10c7a94190d * MNI CANADA DATA: BOC May Acknowledge CPI On The Soft Side, Eyeing Downside Risks: #d47a7e8e-f438-47ab-a293-66c37f670149 * MNI US DATA: Industrial Production Continued Steady Trend Recovery In February:...
PSD Bank Rhein-Ruhr eG
By Emil Lundh See below for the key events in developed and emerging markets next week: Developed Markets MONDAY - US ISM Services The ISM Services survey for June lands on Monday in the next key data update following Thursday's softer nonfarm payrolls report. Consensus currently sees a slight moderation in the headline index to a still-elevated 54.1 after 54.5 along with a dip in New Orders (56.8 after 57.3) but with a slight improvement for Employment (48.2 after 47.9).
PSD Bank Rhein-Ruhr eG
By Jonathan Cavenagh * NZD and local yields fell as the RBNZ held rates, but pushed back on when the tightening cycle might commence. Swap rates closed 6-10bps lower. NZD/USD is challenging 0.6000 support. * Australian Q4 wages data was as expected, while Japan trade figures were supported by higher export growth, although the yen didn't benefit.
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI BRIEF: Fed's Barr Sees Rates On Hold 'For Some Time': #fc72fca1-933f-4d0d-8879-ee9b6a3bcecb * MNI FED: Goolsbee Warns On Not Tame Services Inflation But Repeats Cuts View: #65a4c4fa-5116-4f93-b90e-82d49a85f042 * MNI US DATA: Weekly ADP Employment Sees Fastest Increase Since Late November: #8df09145-d490-42a5-84ca-ae4f26211b6b US MNI FED: Goolsbee Warns On Not Tame Services Inflation But Repeats Cuts View:...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI TARIFFS: Next Slate Of SCOTUS Opinion Days Announced: #310c02d0-fcac-49a0-bd5d-f8386933ed10 * MNI US DATA: Latest CPI Trends: Core CPI Run Rates In Line With 2.5% Y/Y: #5a6d1e26-e493-472f-8aac-3242a7bfba0d * MNI US INFLATION: Sequential CPI Pressures Softer Than Expected: #2c082bda-8236-4549-bdcb-a8f5a112a480 US MNI TARIFFS: Next Slate Of SCOTUS Opinion Days Announced: https://www.mnimarkets.com/articles/next-slate-of-scotus-opinion-days-announced...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI FED WATCH: Holding Steady With Rates Near Neutral: #6fb00917-2f24-4654-8c84-9ca267adcce5 * MNI US: NATO To Take More Responsibilty For Arctic Defence - Rutte: #c455bf29-952f-4086-8512-9d5c9be828f8 * MNI JAPAN: LDP Retains Polling Lead With Official Campaign Starting On 27 Jan: #1177e7e1-0047-4aff-95e9-b881cb81e61e * MNI US: MNI POLITICAL RISK - Shutdown Risk Surges After Second ICE Shooting: #b5591571-4bed-41c4-a1b8-e9aaf6e6938a * MNI US DATA: Robust...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis HIGHLIGHTS * Front rates have seen a sizeable sell-off after rescheduling of payrolls reports, on data fog grounds as the latest BLS report the Fed will now have for its FOMC meeting on Dec 9-10 being tomorrow's report for September. * Additional selling post-October FOMC minutes, Dec cut opinions "strongly differed" while suggesting that it may only be a minority of the Committee that is pushing for a follow-up cut.
PSD Bank Rhein-Ruhr eG
By Edward Hardy, Chris Harrison, Tim Cooper EXECUTIVE SUMMARY * POWELL SAYS FED STRONGLY DIVIDED ON DECEMBER RATE CUT: #8adeae2c-04be-458d-bf21-015cc1f5b76d * FED CUTS INTEREST RATES BY 25BPS, QT TO END DEC 1: #241bfaaa-4932-4cd6-bbbf-c21f468b426d * TRUMP-XI EXPECTED TO FORMALIZE TRADE TRUCE AT SOUTH KOREA MEETING: #5688aac0-286f-43ee-804c-b8b6c52484ed * BOC CUTS RATES BY 25BPS, BUT A PAUSE LOOKS LIKE THE NEXT STEP: #b2437713-526b-4dcf-9eb8-0c05c9ef429e * NVIDIA BECOMES FIRST COMPANY TO TOP...
PSD Bank Rhein-Ruhr eG
By Tim Cooper HIGHLIGHTS: * Short-End Yields Underperform On US Curve Ahead Of Wednesday's Fed Decision * Notable Sterling Weakness Sees EURGBP Surge to Cycle Highs * Equities Hit Fresh Highs; Crude Oil, Gold Pull Back US TSYS: Light Bear Flattening On FOMC Eve: https://www.mnimarkets.com/articles/light-bear-flattening-on-fomc-eve-176168047 3225 Treasury cash yields were little changed Tuesday, with anticipation building ahead of Wednesday's likely Fed cut and possible decision to end QT.
PSD Bank Rhein-Ruhr eG
By Jamie Grant * With financial markets globally waiting for the outcome from the FOMC, Asia markets had a double shot of inflation data to focus on today. In Japan the NIKKEI was weak as stronger than expected producer pricing data refocused attention on a potential BOJ hike. In China whilst November CPI was the strongest in over a year, it remains well below the target and PPI contracted more than expected, weighing on equities.
PSD Bank Rhein-Ruhr eG
By Hiren Ravji EXECUTIVE SUMMARY * MNI FED PREVIEW: WINTER OF DISCONTENT: #c827c5a7-f26c-4267-978c-eba12e3366ac * MNI BOC PREVIEW: FIRM HOLD, BUT HIKE TALK PICKING UP: #9ec968e4-165c-490c-99cc-9d1ffd4efe42 * TRUMP TO PIT KEVIN HASSETT AGAINST TRIO OF FEDERAL RESERVE CHAIR FINALISTS: FT: #6d09be36-c935-4a8c-ab12-5a3286dd4217 * VILLEROY AND SIMKUS TRY TO PUSH BACK ON HIKE EXPECTATIONS: #aa081434-550e-4763-a626-8addc9299deb * CHINA CPI NEARS TWO-YEAR HIGH IN NOVEMBER:...
Berliner Volksbank eG
By Hiren Ravji EXECUTIVE SUMMARY * SENATE CONFIRMS WHITE HOUSE'S MIRAN AS FED GOVERNOR: #5e41a96f-3208-4e9e-b774-9ce9e957255b * TRUMP CANNOT FIRE FED'S COOK, APPEALS COURT RULES: #e37a7af2-cd5b-41fd-b856-15da833ab0e6 * JAPAN REFORMER KOIZUMI JOINS LEADERSHIP RACE: #28e7a2ee-b067-488a-903b-12cfcec849eb * UK LABOUR DATA BROADLY IN LINE; WAGE DATA TRACKING BELOW BOE PROJECTION: #ab54b39b-fbaa-41d0-bd91-92968e9e8db9 Figure 1: Betting market implied probability of year Sir Keir Starmer leaves...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis HIGHLIGHTS * Treasuries gapped lower after JOLTS job opening data came out higher than expected, projected rate cut pricing cooled ahead what is still expected to be a 25bp cut by the FOMC tomorrow. * The USD index has mirrored a turbulent session for US yields, and tilts moderately higher after the stronger-than-expected double release of US JOLTS data, painting a better picture of the US labour market.
PSD Bank Rhein-Ruhr eG
By Bill Sokolis HIGHLIGHTS * Treasuries look to finish modestly higher Wednesday, off midday highs after slightly mixed messages from the July FOMC minutes regarding the inflation outlook, labor market, and ultimately policy.
PSD Bank Rhein-Ruhr eG
By Bill Sokolis HIGHLIGHTS * Treasuries look to finish near late Tuesday session highs, curves bull flattening, US$ rising to one week highs, stocks in retreat ahead of Wednesday's July FOMC minutes. * Rates rebounded after this morning's data - lower than expected build permits outweighing higher than expected housing starts, while softer Canadian CPI aggregates added to support. * Bund yields traded almost entirely within the prior session's ranges, with the 2.80% level holding for the 10Y.
PSD Bank Rhein-Ruhr eG
By Bill Sokolis EXECUTIVE SUMMARY * MNI GLOBAL MACRO: Several Key Deals Still Outstanding: #5c4e9042-bb35-4c28-809c-58555cac145c * MNI TARIFFS: Lutnick-Digital Services, Metals To Be On Table In Further EU Talks: #f9ce3cd0-0a20-44e6-b8d0-129bb64aced5 * MNI JAPAN: LDP Confirms General Assembly That Could Decide PM Ishiba's Fate: #f832a378-8116-48a3-bdfd-7f5af3c3a5e1 * MNI US DATA: Consumer Confidence Off Lows, But Remains Weak Overall: #cde46a86-218b-4edf-9d1d-57f97ebdcb17 * MNI US DATA: Hire...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis HIGHLIGHTS * Treasuries are holding modestly weaker levels late Monday, narrow ranges since unwinding overnight support, focus on Wednesday's FOMC policy annc - not to mention Friday's employment data for July. * Two-way positioning also noted in SOFR & Treasury options as derivatives desks adjusted to marginal gains in projected rate cuts by year end.
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI FED: FOMC Minutes: Analysts Eye Discussion Of July Cut, Tariff Inflation: #aaf9cb92-da98-4697-bfbe-f315bea38315 * MNI US TSYS/SUPPLY: Treasury Starts Ramping Up Bill Issuance To Rebuild Cash Pile: #53570dac-d666-4185-9d4a-6e1dd53b2e09 * MNI US DATA: NY Fed Survey Adds Further Evidence Of Anchored Inflation Expectations: #27fbc74f-2871-4ea7-b888-bc55fd97b059 US MNI FED: FOMC Minutes: Analysts Eye Discussion Of July Cut, Tariff Inflation:...
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI FED: Team Transitory Seemingly In The Minority On FOMC: #cf20dcc2-7215-4581-b9c7-39abee5e6048 * MNI FED: Minutes Clearly Signal A July Hold, While Keeping Future Options Open: #d52f6079-6a3f-49c4-acd7-a47f509131e9 * MNI TARIFFS: Pres Trump Publishes Latest US Tariff Rates On 6 Countries: #985af296-b068-4686-a2f9-6f33ae00e6b7 * MNI UKRAINE: Zelenskyy Set To Meet w/US Envoy On Rome Visit: #8740ebeb-912d-48b6-b21d-1aeb3fef4cfb * MNI US DATA: Mortgage Purchase Applications...
PSD Bank Rhein-Ruhr eG
By Bill Sokolis HIGHLIGHTS * Treasury curves twisted flatter Friday (2s10s -4.848 at 32.648), the short end underperforming after firmer than anticipated CPI and UofM 1Y inflation expectations. * Heavy short end selling saw projected rate hike pricing rising, OIS model assigning nearly 90% chance of a hike at next week Wednesday's FOMC announcement (currently pricing in two 25bp hikes by year end).
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI SECURITY: US Moves Assets To MidEast, Iran Asks Trump For Ceasefire - Reuters: #ace4b4fe-eae4-4d68-9ed8-f81e654927dc * MNI US: Senate Finance Committee Expected To Released Final Portion Of OBBB Today: #2587df1a-8472-43e4-915f-eca3b91a7f6e * MNI IRAN: Risk Sentiment Improves as Iran Reportedly Approach Ceasefire Mediators: #4557e3cf-f482-4b78-b260-4dd08796b290 * MNI US DATA: Poor Activity, But Much-Improved Outlook In Empire Manufacturing Survey:...
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI US CPI PREVIEW - AN IMPORTANT PRE-FOMC STEER: #40506b3a-d044-40bf-a71f-e0743832a86f * MNI POLITICAL RISK ANALYSIS - UK SPENDING REVIEW PREVIEW: #a3c52abf-9480-4a0e-b39f-907140700ab9 * US, CHINA OFFICIALS AGREE ON PLAN THAT AWAITS XI, TRUMP SIGN-OFF: #a90bc90c-58ee-4907-bd92-658958e51768 * TRUMP TARIFFS CAN STAY IN EFFECT LONGER, APPEALS COURT SAYS: #dc51a34c-2f30-431f-8fb8-4a50afbf6061 Figure 1: Recent US inflation developments NEWS MNI US CPI PREVIEW:...
Berliner Volksbank eG
* Risk sentiment was supported on early headlines of US-China trade talks scheduled in Switzerland for later this week. This was followed by PBoC easing steps (lower rates and a RRR cut). Equity markets are away from best levels though. By Jonathan Cavenagh * US yields edged higher, while the USD has mostly risen against the majors. In NZ, there were some tentative signs in the Q1 labour market data that there is some stabilisation but at weak levels.
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI FED WATCH: On Hold Until Tariffs Effects Materialize: #d0652c13-3ab4-4c3f-a811-2674086c8253 * MNI US: Tsy Sec Bessent Says Trying to Create Best Environment for Stable Rates: #05710cda-b49f-4e6a-855f-eb06c5f5b6d0 * MNI US TSYS: Focus Remains on Midweek FOMC, ISM Service 2Y Highs: #ebab7c4f-7464-430d-b672-7637ac12328c US MNI FED WATCH: On Hold Until Tariffs Effects Materialize: https://www.mnimarkets.com/articles/mni-fed-watch-on-hold-until-tariffs-effects...
PSD Bank Rhein-Ruhr eG
HIGHLIGHTS * Tsys opened higher, extended highs early Thursday, carry-over support from Wednesday's post-FOMC rally while initial European equity weakness spilled over to US stocks, contributing to early Thursday tone. By Bill Sokolis * Still bid after the close, Treasury futures scaled back from morning highs after Existing Home Sales comes out better than expected, Leading Index near in-line.
Berliner Volksbank eG
HIGHLIGHTS * Treasuries recover from early post-data selling, position squaring ahead Wednesday's FOMC policy announcement * Housing starts were far stronger than expected as were Import price inflation and Industrial production measures.
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI FED: Notable Divergence Of Opinion On Direction Of The March Dots : #87c6b17c-b76d-4ff6-8146-9a4785705519 * MNI US-RUSSIA: Russia Agrees To Energy & Infra Ceasefire Following Putin-Trump Call: #3aef8bdd-cce6-4015-9212-66be5478a3b6 * MNI EU: Von Der Leyen Says EU Must "Get Ready For War": #2d614e3b-0383-4a3e-a4b8-e89fbc4db59d * MNI US DATA: Pickup In Import Prices Not Yet Worrying, But Just Beginning: #0abd6d21-ab0e-4cdf-afc4-54c826510606 * MNI US DATA: Industrial...
Berliner Volksbank eG
EXECUTIVE SUMMARY * MNI: Fed SEP To Show 2 Or Fewer Cuts, Two-Sided Economy Risks: #d6228c3c-f45b-4b9f-94bd-98865c64b26c * MNI POLITICAL RISK - Trump Tees Up Call With Vladimir Putin: #be153137-8d88-41b1-98ea-3bca73050cb8 * MNI US DATA: Empire Mfg Survey Displays Further Signs Of Tariffs Disruption: #41615a5e-1c41-46eb-9e7e-67c190e8b4ec * MNI US DATA: Control Group Jumps But Overall Retail Momentum Still Slowing: #ce1c5cf4-73c8-40e3-b498-31f7e9a21289 US MNI: Fed SEP To Show 2 Or Fewer Cuts,...
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI FED: MNI POV (Point Of View): Waiting Out Uncertainty: #2962b92f-50f8-45a5-896b-a7742d14dad4 * BBG: US Averts Government Shutdown as Senate Passes GOP Spending Bill : #35333ddb-b633-48dc-bbf0-9404408259e5 * MNI US-RUSSIA: Trump Says Discussions With Putin Yesterday Were "Productive": #d4c9becf-cd0a-4407-a9b4-48881dac35b3 * MNI RUSSIA: Putin-'We See Some Progress' With The US: #e9123f0a-eeef-447c-8f19-cc45bf5d0c9e * MNI US DATA: 32-Year High In U.Mich Long-Term Consumer...
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI FOMC MINUTES PREVIEW - EYEING INFLATION LANGUAGE CHANGE AND TARIFF TALK: #7769ba04-79e0-41fe-9c28-4b2f729ae27f * RBNZ CUTS OCR 50BP TO 3.75% AS EXPECTED: #b52abb43-e840-4331-9cf7-f57a274654a4 * BOJ'S TAKATA BACKS GRADUAL, VIGILANT HIKES: #3fb74427-bced-46e7-beaf-dde8ea8efb21 * UK ANNUAL INFLATION ABOVE MARKET AND BOE EXPECTATION: #aecc39e6-0fa6-4a7c-ad5f-625b5f00ca56 Figure 1: MNI FOMC Hawk-Dove Spectrum NEWS MNI FOMC MINUTES PREVIEW - JANUARY 2025:...
PSD Bank Rhein-Ruhr eG
HIGHLIGHTS * Treasuries initially gapped lower after what appeared to be a hawkish hold was presented by the FOMC Wednesday. * The Fed kept the federal funds target range at 4.25-4.5, while removing "progress" on combating inflation while leaving "remains somewhat elevated". * The hawkish shift in the statement saw the US$ rebound near early session highs, while stocks extended lows as the prospect of lower rates moved further out the curve.
PSD Bank Rhein-Ruhr eG
HIGHLIGHTS * Treasuries partially unwound Monday's risk-off support tied to China's DeepSeek AI startup's disruption to US AI developers. * Focus on Wednesday's FOMC policy announcement, widely expected to remain steady despite Pres Trump's call for lower rates. * Stocks recovered a fair portion of Monday's sell-off while USD marched higher.
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI US DATA: Existing Home Sales Remain In Stasis: #05654723-818d-4e6e-b4a3-425369ede526 * MNI US DATA: Partisanship Continues To Cloud UMich Inflation: #a1268c5c-5b75-4cbc-bc0d-4ea8faf7672b * MNI US DATA: Services PMI Miss Offset By Expectations And Price Pressures: #89bc1769-b225-471a-839b-39b594db43ff * MNI US DATA: 5-10Y Consumer Inflation Expectations Trimmed But Still Elevated: #dec00aa4-9834-4d09-96f1-327e45880af7 MNI US TSYS: Treasuries Well Off Early Lows After...
PSD Bank Rhein-Ruhr eG
Highlights: * USD firmly bid amid reports that Trump is considering a national economic emergency declaration to allow for new tariff program. * FOMC Member Waller is on the speaker schedule, while ECB's Villeroy speaks in Paris. * US ADP employment and jobless claims headline the Wednesday data calendar before the FOMC minutes.
PSD Bank Rhein-Ruhr eG
* The Q2 Japan Tankan survey painted a resilient picture and improved capex outlook. This comes as US-Japan trade negotiations continue, with US President Trump expressing frustration with the process. By Jonathan Cavenagh * After a terrible H1 2025 for the USD, we have consolidated somewhat in the first trading session of H2. Yen is a little firmer, aided by the Tankan. US back end Tsy yields continue to track lower.
PSD Bank Rhein-Ruhr eG
EXECUTIVE SUMMARY * MNI TARIFFS: Trump & Carney Strike Conciliatory Tone In Oval Office: #0bf20cb9-f775-4481-a901-c15cf2583017 * MNI UK: India FTA Provides PM With Notable Policy 'Win': #dbe1c211-4dd0-4fce-845b-1acac607d5e8 * MNI US DATA: March Trade Deficit Blowout On Pharma Front-Running: #b5b92619-649c-4e6a-9287-8f9dc784acc3 * MNI US OUTLOOK/OPINION: Macro Since Last FOMC: Inflation - Firm Core PCE Trend: #b2ca4316-063f-4b91-80ee-bc3b52622dd0 US MNI US OUTLOOK/OPINION: Macro Since Last...
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