In yesterday's session, investors traded with a risk-off mood amid rising concerns over the omicron variant, rising inflation in the euro area (headline 4.9% and core 2.6%) and hawkish comments by Fed members.
Resultats de la cerca
In yesterday's session, investors focused their attention to mounting inflationary pressures (US PPI rose by 0.8% mom in November, while consensus expected +0.5%) and the potential response from central banks.
Financial markets recorded a risk-on session, after the US Federal Reserve delivered a more hawkish strategy against the risk of elevated inflationary pressures.
In yesterday's session investors continued to trade with a risk-on mood but with more caution amid rising Covid-19 cases across advanced economies. In addition, some ECB members offered comments with a hawkish tone, opening the door even to a rate hike in 2022 if inflation were to increase further.
In yesterday's session, investors traded with a risk on mood and, in stock markets, took advantage of recent declines to “buy the dip”, particularly in the US technology sector.
Financial markets ended the day with mixed results, with investors weighting in a batch of positive earnings reports with rising inflation data and weak signals from the US labour market.
In yesterday’s session investors consolidated their bets on a tighter monetary policy in the US following January’s CPI data. Headline and core inflation rose by 0.5pp to 7.5% and 6.0%, respectively, while consensus was expecting an increase of 0.3 and 0.4pp.
Investors traded with an optimistic mood on Tuesday, following news that the Russian government has started to remove some of its military troops near Ukraine after the completion of drills.
In yesterday’s session, investors traded with a risk-off mood looking for safe-haven assets after Vladímir Putin signed cooperation pacts with pro-Russian leaders in the Donetsk and Luhansk regions, rising tensions between Russia and Ukraine. US financial markets were closed due to the President’s day holyday.
After Tuesday's risk-off session, which caused sharp declines in sovereign yields and losses in stock markets, investors traded yesterday with more optimism amid Jerome Powell positive comments about the strength of the US economy.
In yesterday's session, investors remained cautious and still showed some preference for safe assets, such as the US dollar or the Swiss Franc, against equities.
In yesterday's session investors traded with cautious optimism, weighting solid economic data with negative comments by Russian authorities about the lack of progress in negotiations with Ukraine. Today, US President Joe Biden and his Chinese counterpart Xi Jinping will hold a meeting to discuss the ongoing conflict.
Investors traded with a risk-on sentiment on Thursday, following better-than-expected economic sentiment data across advanced economies and after EU leaders refrained from imposing sanctions on Russian energy exports. The US government also announced a plan to boost supplies of liquified natural gas to the EU.
Financial markets experienced risk-on flows as investors read positively the advances in Russian-Ukrainian talks. Despite not reaching a deal to cease fire, both sides agreed to de-escalate the conflict. In this context, volatility declined and stock indices rose across advanced and emerging economies' trading floors.
In yesterday's session, investors' sentiment worsened amid mixed signals in the ongoing Russian-Ukrainian talks, concerns about gas supplies in Germany and rising inflationary pressures in the euro area. In Germany and in Spain, inflation rose in March to 7.6% and 9.8%, led by an increase in energy prices.
Investors ended the week with cautious optimism, with equity indices rising across Europe and emerging markets but with mixed results in the US. Bank shares continued to outperform, reflecting expectations of a more aggressive interest rate normalization in advanced economies.
Risk appetite returned to the fore on Tuesday, as “buy-the-dip” movements and solid economic data provided some comfort to investors’ sentiment, easing worries of an economic recession.
A positive start of the week across financial markets, with sentiment boosted by resilient survey data in Europe and a relaxation of COVID restrictions in China. Markets were closed in the US due to a public holiday.
In yesterday's session investors traded cautiously amid mixed economic data and hawkish comments by Federal Reserve members. US manufacturing PMI and ISM moved in opposite directions, both remaining comfortably above the 50-threshold, and US job openings in April confirmed that the labor market remains tight.
In yesterday's session, central banks gave some fresh air to financial markets, fueling a relief rally across the board, with yields on sovereign bonds declining sharply in both sides of the Atlantic.