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Nomura – Waiting for inflation – ECB preview

Nomura – Waiting for inflation – ECB preview

Nomura – Waiting for inflation – ECB preview   We are in line with the consensus in expecting all the ECB’s key policy parameters to be left unchanged at this week’s ECB meeting on 27 April. The markets will focus instead on the forward guidance, but...
Goldman Sachs: Gold sell-off set to continue near term

Goldman Sachs: Gold sell-off set to continue near term

Goldman Sachs: Gold sell-off set to continue near term   Following the first round of the French presidential election n on Sunday, gold has sold off by $12/oz to $1276/oz, alongside the decline in the French and Germany yield spread and fall in VIX. -We continue...
Soc Gen – French Election Focus

Soc Gen – French Election Focus

  Soc Gen: French Election Focus   Tail risks fade as polls suggest Macron will be the next President:  WHAT THE POLLS SAY: Polls ahead of the second round on 7 May show Macron in the lead with 61.6% of the vote compared to 38.4% for Le Pen, offering a...