Daily Bulletin

Good morning. While the disappointment created by higher-than-expected inflation in the U.S. brought selling to equity markets, U.S. Treasuries also saw partial buying. While the 10-year Treasury yield fell back to around 5.10%, gold prices reacted to the upside, whereas silver prices remained at the level they had fallen to after sharp selling. Looking at this morning, U.S. and European futures and Asian markets...
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Good morning. The tension between the Houthis in Yemen and Saudi Arabia, and the U.S. signaling that it may intervene in the region after the midterm elections, are causing oil prices to rise again. U.S. Treasury yields, meanwhile, are following a flat course around 5.20%. New York Fed President Williams said that there could be one more rate hike before the end of this year, but that rates could remain unchanged...
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Good morning. A renewed rise in geopolitical risks is pushing Brent crude oil prices to the USD 103 – 104 band. U.S. bond markets were closed yesterday; trading resumed today, but the 10-year U.S. Treasury yield is following a calm course around 5.20%. In Europe, ongoing budget concerns are still unsettling, and the upward trend in bond yields, particularly in France, continues. Although the spread between French...
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Good morning. Global markets are making a positive start to the new week. The partial pullback in oil prices, the stable course of U.S. Treasury yields and some company-specific news are bringing buying to U.S. and European futures this morning, while Asian markets are also generally trading with a positive tone. Later in the week, inflation data in the U.S. will be important for the course of global markets, and...
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Good morning. After climbing as high as USD 105 yesterday, Brent crude oil prices are falling back to around USD 100 following U.S. President Trump's message that "we will not attack Iran until the November 3 midterm elections". With similar dynamics, the 10-year U.S. Treasury yield is also falling back to around 5.20% this morning after testing 5.35%. With these developments, index futures for the...
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Good morning. News that U.S.-Iran tensions could escalate again and the rise in oil prices, the 10-year U.S. Treasury yield holding around 5.30% following the Fed minutes, the negative outlook in recent reports on technology companies, and the failure to bring budget concerns under control in Europe, particularly in France, are bringing selling to global equity markets. U.S. and European futures and Asian markets...
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Good morning. U.S. markets hit new records yesterday on buying in artificial intelligence companies. However, this morning we are seeing a loss of momentum in index futures due to the rise in oil prices and the 10-year U.S. Treasury yield remaining above 5.30%. European futures and Asian markets, on the other hand, are more clearly in negative territory. Domestically, the search for solutions to the fund crisis and...
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Good morning. Although the rise in U.S. Treasury yields continues, a slight decline in oil prices and company-specific news flow are supporting global equity markets. Following yesterday's gains in the U.S., index futures are also higher this morning. European and Asian markets are also generally positive. The Fed minutes to be released tomorrow in the U.S. may have a limited impact on markets. Domestically,...
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