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All’s well that ends well. US inflation came in line with expectations yesterday; core CPI fell for the first time in six months and the monthly CPI figure was a bit lower than expected. Cherry on top, retail sales stagnated in April and came to cement the idea that the US economy could be finally slowing. The combination of slowing growth and softer inflation is a godsend for equity markets who needed this boost; there is nothing more appetizing for investors than the smell of lower future rates. The US yields fell, equities rallied and the USD depreciated.
While the...

Yesterday was one of those days when investors insisted on seeing a glass that was one-tenth full as completely full.
The US producer price data came in higher than expected. US President Joe Biden announced eye-watering tariffs on Chinese imports – that’s inflationary – and the Federal Reserve (Fed) President Jerome Powell called for patience, again yesterday, and said that they did not expect the inflation battle ‘to be a smooth road’ but that the numbers ‘were higher than anybody expected’, and that it will probably take them ‘longer… to become confident that inflation is coming down to 2%’. Indeed,...

The major story of Monday was a renewed rally in Gamestop and AMC shares after Keith Gill, aka, Roaring Kitty, posted on X for the first time since 2021. The moves revived the 2021’s meme nostalgia, but the meme stocks will unlikely see their original glory.
Overall, the major indices in Europe and the US across traded rangebound near their ATH levels and the US dollar index fluctuated a touch above the 105 level ahead of the US and European inflation updates that will start flowing in today.
This week’s inflation updates should maintain the ‘diverging inflation dynamics’ narrative live,...

The FTSE 100 and the Stoxx 600 index closed at a fresh ATH on the back of rising dovish central bank expectations. The EURUSD bounced lower from the 50 and 200-DMA, while Cable tested its own 200-DMA to the upside on the back of strong GDP read, but the currency pairs need good news from the US inflation front to clear key resistances this week.
Happily, the crude oil chart gives some hope regarding the energy inflation. The barrel of US crude fell 1.75% on Friday and slipped below the 100-DMA. The price of a barrel has been unable to...

The title of yesterday’s report was: will the Bank of England (BoE) cut? And the answer is yes, it is planning to cut its rates soon. This – expected and concretized dovish shift – was the major takeaway from the BoE’s latest MPC meeting that took place yesterday.
As a result, the FTSE 100 rallied to a fresh record yesterday and Cable sold off as a kneejerk reaction to the dovish shift in the BoE’s outlook, but rebounded strongly after the weekly jobless claims data from the US came in much stronger than expected.
Elsewhere, the S&P500 rallied yesterday and...

Stocks on this side of the Atlantic Ocean are better bid these days than their American peers thanks to a combination of too-lofty valuations in the US, good corporate earnings from European companies and the expectation of looser monetary policies in Europe and the UK sooner than in the US. Plus, the AI rally – that’s been boosting the major US indices - looks like it is losing momentum.
On the central bank front, the Riksbank opted for a 25bp cut yesterday, as expected, and said that there could be two more rate cuts this year, the European Central Bank...

After looking at the Bitcoin and Ethereum chart, we'll talk about Render and its effects on the crypto AI market.

00:00 Intro
00:23 Preview
00:45 Bitcoin
04:38 Ethereum
05:45 Render
07:47 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

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Yesterday was one of those days where we needed to fit a narrative to the market moves as the moves weren’t triggered by meaningful data or comments. Appetite in US stocks remains supported by robust earnings and Fed optimism, but the earnings expectations look somehow inflated, while the Fed optimism is fragile and data-dependent – meaning that the market could be lacking enough confidence to send these indices to fresh record highs before we have more detail on the US inflation update that is due next week. Today, investors will be closely watching the $42 billion US 10-year bond auction...

The week started on a positive note for the global equities which continue to surf on the optimism that the Federal Reserve’s (Fed) next move won’t be a rate hike, which I think is overdone and that next week’s US inflation data could be a rude awakening.
In the Middle East, tensions remain. US crude remains bid near the 100-DMA – and near oversold market conditions – as Israel refused a ceasefire deal and is preparing for a big offensive in Rafah.
In central banks, the Reserve Bank of Australia (RBA) left its policy rate unchanged today and warned that...

Friday’s US jobs data brightened up the mood among Federal Reserve (Fed) doves, as both the NFP, unemployment rate and wages pointed at a slowing labour market in April. Stocks and bonds gained, while the US dollar weakened.
This week, the Reserve Bank of Australia (RBA) is expected to sound hawkish, while the Bank of England (BoE) could give a clearer road map regarding its easing plans. The divergence among central banks make the FX markets full of opportunities for investors.
In equities, last week’s dovish Fed pricing and better-than-expected earnings from Apple and Amazon helped the S&P500 eke out...