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

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: 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: 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

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: 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 Considering Gas Tax Suspension; India’s RBI Lifts Rates; Japan’s Real Wages Rise Again; IEA Governing Board To Hold Informal Meeting

Marvell $MRVL now expects “approximately $20B” in total FY28 revenue, up from $18B previously, and sees $70B-$90B by FY31. CEO Matt Murphy also said Marvell now ...
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: G7 Agrees to Release 100 Million Barrels of Diesel and Crude; Bolsonaro Allies Gain Senate Strength; Euro Falls to 17-Month Low; EZ PPI YoY Will Exceed Expectations

MarketWatch: Bespoke notes if history is any guide, the weak market breadth may extend into October where breadth seasonally hits its low point for the year. But looking on the bright side, the three ...
christophe-barraud

Week Ahead: FOMC and ECB Minutes; RBI Meeting; Brazil’s Presidential Election; EU-China Trade Talks; Amazon’s Prime Big Deal Days

From the FOMC and ECB Minutes to the Brazil’s presidential election to EU-China trade talks, here’s what you need to know for the week ahead. On Sunday, Brazil holds the first round of its ...