Rates Spark: Market optimism helps hawkish bias
The correlation between oil and euro rates remains strong and drives rates on a daily basis
Rates Spark: Rates are seeking new levels to settle
Volatility is likely to stay as rates are digesting new macro data while oil jumps around
Rates Spark: Recalibrating rate assumptions
Markets have had a lot to digest this week and we should brace for more volatility going forward
The Fed kept rates on hold, triggering a dovish recalibration alongside higher longer rates
Our baseline is for the Fed to hold, and global sentiment could be challenged by a more hawkish turn
Rates Spark: Either way, the Fed will surprise
Rates Spark: Oil drives rates more than ECB speak
Rates Spark: ECB ready to hike, just not today
La siccità del Reno mostra perché il commercio deve adattarsi al clima che…
Ora la siccità rallenta l’economia tedesca
Eurozona, giù le vendite al dettaglio: i consumi restano il punto debole
Rates Spark: Testing new highs
Rates Spark: EUR rates cannot follow a dovish US
Rates Spark: Room for Warsh to shift the narrative
Rates Spark: Sentiment looking through geopolitical risks
Rates Spark: A higher real starting point
Oil has pushed rates markets higher. More hawkish central bank and already higher real rates leave nominal yields vulnerable to new highs
Rates Spark: Another push higher in real rates
Higher oil prices and real rates are pushing up the curve
Rates Spark: Potential relief for gilts amid a bearish bias
Rates Spark: Resumed steepening impulse
Rates Spark: ECB tweaking its business model
Rates Spark: UK political risk closely tied to inflation outlook
Rates Spark: Too early for the doves
Rates Spark: Lower despite the ECB's hawkish holdouts
