ECB’s Nagel says currently does not expect stagflation 0 (0)

Sees no sign of wage-price spiralShould focus on normalising monetary policyI’d agree that any major connections to a wage-price spiral are not evident at the moment but other issues encompassed by stagflation risks are certainly there. The big issue here though is that what exactly do central banks

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USD/JPY holds at five-year highs ahead of the Fed 5 (1)

At this stage, the Fed has little propensity to surprise on the rate decision today. When markets wanted to run with a 50 bps pricing, they pulled it back and boxed themselves into a 25 bps move later. It would be a big surprise if they do actually hike by 50 bps today but perhaps not entirely u

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Dollar keeps more sluggish so far in European morning trade 5 (1)

The moves from earlier here are pretty much sticking, with equities continuing to look sluggish as well while bond yields are keeping lower – backing away from multi-year highs yesterday.EUR/USD continues to hug the 1.1000 level while USD/JPY is just off its low earlier of 117.72 to near 118.00 curr

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A recession is becoming more and more likely – ZEW 5 (1)

Expects stagflation in the coming monthsCollapsing economic expectations are accompanied by extreme rise in inflation expectationsImpact is seen across all sectors of the German economyEven more so in energy-intensive sectors and the financial sectorWell, I don’t think there’s much in here that we d

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Germany March ZEW survey current conditions -21.4 vs -22.5 expected 0 (0)

Prior -8.1
Expectations -39.3 vs 10.0 expected
Prior 54.3

That’s a poor reading but it is more or less expected, though the outlook reading shows a marked deterioration in sentiment. The Russia-Ukraine situation is largely to blame, with inflation worries surging and will likely

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ForexLive European FX news wrap: Light optimism to kick start the week 0 (0)

Headlines:Kremlin: All Russian plans in Ukraine will be fulfilled and in the time frames outlinedUkraine presidential adviser says talks with Russia are ongoingUkraine on talks with Russia: Our positions are unchangedRussia: Further developments in Ukraine depends on Kyiv’s willingness to compromise

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Power line to Chernobyl nuclear plant said to be damaged by Russian forces again 0 (0)

I’m putting this headline out to talk about it because it says a lot on the state of the market right now.Push this headline two weeks back and you’ll see risk trades start to get hit. Now, there’s barely even a squint. That pretty much tells you how the market is adjusting to the Russia-Ukraine sit

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