GFXFTS

@gfxfts
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192 Posts
More than 25 years of experience on the buy/sell-side in #FX,#FI, #Macro & #Quant | PhD in #FX Forecasting with #Neural #Nets | Tweets are in my own capacity
www.ggma.ch
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🌏 Asia steps up bond support as energy shock sends yields surging
🗓️ Event Risk: EZ inflation / US home prices, JOLTS & Chicago PMI / Fed speak
📉 Read the full macro brief (no paywall): https://ggma-app.com/articles
🚨 Market Open: Key Headlines
🇺🇸 Stocks rally on hopes Trump will end war
🇺🇸 Trump To Aides: Willing to end war without reopening Hormuz
🇺🇸 Powell says longer-term inflation expectations remain in check
🇯🇵 Tokyo's core inflation slows, but war-driven price jump looms
🍏 GGMA Squawk is also available on the iPhone: https://apps.apple.com/ch/app/ggma-squawk/id6746191944
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🗓️ Event Risk: US jobless claims, trade balance & auctions
📉 Read the full macro brief (no paywall): https://ggma-app.com/articles
📲 Start your three-month free trial until the end of May — no credit card required: https://ggma-app.com/sign-up
Private credit stress deepens as redemptions surge and default warnings mount
UK housing market confidence remains fragile as global headwinds weigh on near-term outlook
Australia inflation expectations rise to the highest since 2023, but yields decline
🚨 Market Open: Key Headlines
Markets: Brent Back Above $100 on tanker attacks
War costs mount as oil tops $100; Iran's ceasefire terms look like a non-starter
EU warns Iran conflict could push the bloc’s inflation above 3%
Economists eye April BOJ rate hike after expected hold next week
📉 Read the full macro brief (no paywall): https://ggma-app.com/public-article/59
📲 Start your three-month free trial until the end of May — no credit card required: https://ggma-app.com/sign-up
🍏 GGMA Squawk is also available on the iPhone: https://apps.apple.com/ch/app/ggma-squawk/id6746191944
🇪🇺 ECB won't allow repeat of last inflation shock, Lagarde says
🇦🇺 Two of Australia's top banks see the RBA hiking the key rate in March
🇺🇸 JPMorgan is marking down the loan portfolios of private credit groups
🗓️ Event Risk: Today's Macro Roadmap: ECB & Fed speak / US CPI report
🚨 Market Open: Key Headlines
🛢️ Oil prices find relief as WSJ reports on IEA release of reserves proposal
🇺🇸🇮🇷 U.S. escalates strikes on Iran as allies strain under widening Middle East conflict
🇺🇸 Tillis praises Warsh after meeting, yet won't lift Fed blockade