christophe-barraud

Week Ahead: BoK Meeting; China LPR; U.K., Japan, Canada and NZ Inflation Reports; China GDP; U.K. Jobs Report; Global Flash PMIs; France Credit Ratings’ Update

From the APEC finance ministers gathering to the BoK rate decision to multiple inflation reports, here’s what you need to ...
christophe-barraud

Top 10 Macro/Financial Charts of the Week – w42 (2026)

Find here the top 10 charts of the week, published on Twitter, that attracted attention among the macroeconomic and/or ...
christophe-barraud

Week Ahead: IMF-World Bank Meetings; U.S., China and India Inflation Reports; Lagarde and Warsh Speeches; Fed Beige Book; RBA Minutes; IEA and OPEC Reports…

From the IMF and World Bank annual meetings to the U.S. inflation data to the third-quarter earnings from major Wall Street ...
christophe-barraud

Morning Brief: Tech Stock Exposure Hits Highest Since 2020; BOJ Seen Resisting October Rate Hike; China’s CXMT Claims Memory Breakthrough; European Gas Rise…

Find here our morning brief which compiled the main macro news -- released on Twitter -- concerning Americas, Asia and Europe ...
christophe-barraud

Morning Brief: Focus on U.S. CPI; U.S. House Democrats Plan a First 100-days Agenda; China High-Tech Exports Explode; ECB Not Seeing Second-Round Inflation Effects

Find here our morning brief which compiled the main macro news -- released on Twitter -- concerning Americas, Asia and Europe ...
christophe-barraud

Morning Brief: Trump Says Putin to Supply U.S. With Diesel; RBI Intervenes to Support the Rupee; Taiwan Exports Surge; China’s NDRC Pledges More Policy Tools

Find here our morning brief which compiled the main macro news -- released on Twitter -- concerning Americas, Asia and Europe ...
christophe-barraud

Morning Brief: Trump Considers Plan to Strike Iran; Mortgage Rates Keep Soaring in the U.S. and U.K.; EU Takes Tougher Line on China Trade Gap

Find here our morning brief which compiled the main macro news -- released on Twitter -- concerning Americas, Asia and Europe ...
christophe-barraud

Morning Brief: Trump Promises $5,000 Payment to US Adults; China-US 10-Year Bond Yield Gap Widens; Focus on ECB Meeting

– Forward Yr Crude F'cast (Bpd): 14.26M (prev 14.15M) – Current Yr Dry NatGas F'cast (BCF/d): 111.70 (prev 111.20) – Forward Yr Dry NatGas F'cast (BCF/d): 115. ...
christophe-barraud

Morning Brief: Private-Credit Concerns Prompt Fed Review; Time for the ECB to put QT on Hold?; German Factory Orders Collapse; France, Germany Push for Rapid EU Trade Defense ...

BREAKING: Market expectations of a Democrat "sweep" in the 2026 Midterm elections rise to a record 67%. Last year at this time, the market saw just a 24% chance of a Democrat "sweep." ...
christophe-barraud

Morning Brief: U.S. and China Hail Constructive Talks; South Korea’s Early Exports Rise to Record; French Debt Concerns Mount; Germany’s Merz Admits ‘Disaster’ in State ...

Find here our morning brief which compiled the main macro news — released on Twitter — concerning Americas, Asia and Europe. Très heureux de participer au petit déjeuner « Made in – Repenser la chaîne ...
christophe-barraud

Morning Brief: Tech Stocks Slump Driven by AI Safety Concerns; Hormuz Meeting Delayed; Speculators Turn Net Long on Yen

Core services ex-housing rose 0.51% in the August CPI, the highest reading since January and up 3% on the year.
christophe-barraud

Morning Brief: Meta’s New Muse AI App Tops Chart; U.S., China to Continue Talks; Alibaba Unveils New AI Chip

US diesel prices are now above $6.50/gallon for the first time in history. The average price of diesel in the US hit $6.51/gallon this morning, now up +101% since the low seen in January. This has ...