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Banks

Latin America: Duration favored over carry – BNY
Geoff Yu at BNY sees Brazil and Mexico operating in a more comfortable policy environment after the Fed decision, with…
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Indices

DAX 40 Climbs to Record High
The DAX 40 climbed more than 1.5% to a record high above 26,000 points in the first trading session of…
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Markets

European Stocks Rise to Records
European stocks rose to record highs on Monday as lower energy prices drove benchmark borrowing costs to drop. The Euro…
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Geo-Political

Geopolitical – Pride vs. Peace. Facts vs. Fiction
Donald Trump has once again announced negotiations with Iran and an almost inevitable “deal.” The oil market reacted very sharply…
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Markets

SpaceX Preview – It’s Time to See How Much of Its Valuation Is Based on Business and How Much on Promise
SpaceX’s stock market debut was one of the most anticipated events in the market, but the first few weeks of…
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Indices

FTSE 100 Falls on Monday
The FTSE 100 edged lower on Monday, pressured by a 9% decline in AstraZeneca shares, after reports that the British…
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Markets

Currency Talk – What’s Next for the Dollar After the Fed Meeting
Key takeaways The dollar has come bottom of the G10 currency rankings for the past week. The market does not…
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Economics

Mexico Manufacturing PMI Holds Steady in July
The S&P Global Mexico Manufacturing PMI held at 51.3 in July 2026, signalling a second consecutive monthly improvement in operating…
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Markets

Eurozone PMIs: German Factory Revival Masks Underlying Stagnation 🇪🇺
The flash Eurozone Manufacturing PMI came in slightly below expectations (51.9 vs 52 forecast; previous: 51.4; revised: 52), nevertheless remaining…
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Economics

US Manufacturing Accelerates to Fastest Pace Since 2022
The ISM Manufacturing PMI for the US rose to 55.6 in July 2026 from 53.3 in June, beating market expectations…
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