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Rates Spark: A sudden jump to new equilibria
Euro rates started the week in an incredibly bearish mood, catching markets (and ourselves) quite by surprise. Suddenly the possibility of more European Central Bank easing seems gone with money market curves now almost perfectly flat one year out. To be fair, many of the risks we identified earlier as triggers for more cuts seem to have faded. For one, growth continues to pick up, with Monday’s data even providing hope for Germany given decent industrial production numbers. Secondly, service price pressures remain more stubborn than hoped, keeping core inflation well above target for now. Add hawkish comments from ... (full story)
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From youtube.com/cmegroup|Dec 8, 2025Gold futures trended lower to start the week, touching a one-week low around 4,216 as the dollar regained strength and interest rates moved higher. The decline comes despite ...
From boj.or.jp|Dec 8, 2025tables
From think.ing.com|Dec 8, 2025Iron ore prices have held at elevated levels for most of 2025, but next year’s fundamentals point to a more bearish environment. This is set to be shaped by shifting sentiment ...
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From youtube.com/cnbctelevision|Dec 8, 2025|2 commentsRick Reider, BlackRock CIO of global fixed income, joins 'Closing Bell' to discuss the upcoming Federal Reserve meeting, the state of the labor market and much more.
From jensendavid.substack.com|Dec 8, 2025While today’s markets saw a global sell-off in sovereign bonds, Dutch banking group ING reported that the silver lease rate in London hovered around 6%. Previously, when the ...
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- Dec 8, 2025 6:50pm Posted byFundamental Analysis154
