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...Traders in swaps markets are now pricing in just three quarter-point rate cuts by December, half of what they were pricing at the end of 2023....
...“Japan is an especially interesting case from a behavioural perspective,” said Michael Metcalfe, head of global market strategy at State Street....
...The S&P 500 is up 4 per cent year to date....
...The S&P purchasing manager’s index, a measure of activity in the private sector, rose to 53.3 in February, up from 52.9 in January and the highest since May 2023....
...“Governments and policymakers are feeling more relaxed about the gas situation, which I continue to suggest is a false comfort,” said Michael Stoppard, global gas strategy lead at S&P Global Commodity Insights...
...“When we make long-term investment decisions for the energy transition, we should not base them on current spot prices, but we inevitably do,” said Michael Stoppard at S&P Global Commodity Insights....
...Traders are betting that the trend will continue....
...Wall Street’s benchmark S&P 500 gave up its earlier gains to close 0.2 per cent lower, bringing its loss for the month to 1.8 per cent....
...Some parts of core inflation are hard for the Federal Reserve to knock down, Simplify Asset Management chief strategist Michael Green said....
...The drama at Klarna involves board chair Michael Moritz, a legendary venture capitalist (and former journalist) who was an early investor in Google and has been knighted in the UK....
...“Traders react, but investors consider,” said Steve Sosnick, chief strategist at Interactive Brokers....
...Wall Street’s benchmark S&P 500 finished 0.1 per cent higher on Friday, losing 1.3 per cent in the holiday-shortened trading week....
...Traders also pulled back further from any expectation of a further rate rise this year....
...In today’s newsletter: Merger arbs’ Microsoft drama Michael Moritz splits with Sequoia Capital Blackstone’s first trillion Merger arbs’ emotional rollercoaster Merger arbitrage traders finally caught...
...November CPI and producer price index (PPI) inflation rate data EU: European Central Bank Economic Bulletin UK: Rics House Price Balance Results: 3i Group H1, ArcelorMittal FY, AstraZeneca Q3, Auto Trader...
...Marc Filippino This is, this seems like it’s pretty gutting for Climate Action 100+’s ability to pressure companies to decarbonise. Where does this leave them?...
...The blue-chip S&P 500 closed 0.2 per cent higher in New York on Monday to end a three-session losing streak, having oscillated between gains and losses early in the day....
...The collapse of the grain initiative “is a substantial shock to the Ukrainian farmers”, said Michael Magdovitz, senior commodity analyst at Rabobank....
...For a good idea of what I listen to while I’m writing this email, check out Radio 3’s excellent Night Tracks programme....
...“There is still optimism that Chinese growth will come through,” said Michael Metcalfe, head of macro strategy at State Street Global Markets....
...He said his firm’s traders had been running a small short position for much of this year, although these had been cut back because of the rally in stocks....
...In February, Michael Bloomberg turned 81....
...In their stead, algorithmic traders at so-called volatility control funds — which buy when markets are quiescent — became a crucial source of equity demand....
...Over the decades, Windhorst’s network grew to include everyone from reformed junk bond king Michael Milken to Hollywood A-lister Michael Douglas, who happily posed for photos with Windhorst long after his...
...“The message from European policymakers is, ‘We handled this situation well, we avoided blackouts’,” said Michael Stoppard, global gas strategy lead at S&P Global. “But actually there were blackouts....
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