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Europe

Cool Inflation Print Means Riksbank Will Cut…
A Tactical Buying Opportunity For EUR/USD…

In the short run, global risk assets are vulnerable due to rising oil prices and bond yields. Cyclically, a global economic downturn will weigh on global risk assets.

EUR/USD collapsed in the wake of last week’s hotter-than-expected US CPI report. Is this pessimism warranted and will the euro’s trading range that has prevailed since 2023 breakdown?

EM Small Caps Bucking the Trend…
ECB: Mark Your Calendar For June…
Southern and Northern Europe: Role Reversal…
German Industrial Production Growth Reaches 13-Month High…
UK PMIs Lose Momentum While GBP Is Overbought…
Sweden PMIs Send Optimistic Global Growth Signal…