Monthly Archives: April 2026
Deutsche Bank’s Henry Allen says the S&P 500 dip reflects brief-war pricing, robust data, dovish banks
Written on April 8, 2026 at 12:07 am, by davin
Equities relatively resilient despite oil shock; markets price brief conflict, strong jobs, and dovish central banks.
February’s US durable goods orders fell 1.4%, undershooting expectations of a 0.5% decline
Written on April 7, 2026 at 11:54 pm, by davin
US durable goods orders dropped 1.4% in February, worse than the expected 0.5% fall, highlighting weaker demand.
Deutsche Bank’s Henry Allen says S&P 500 dips modestly as conflict seems brief, data robust, banks dovish
Written on April 7, 2026 at 11:53 pm, by davin
US equities show resilience versus past oil shocks; payrolls surged, while S&P 500 remains near record highs.
The US ADP four-week average employment change rose to 26K from 10K in mid-March
Written on April 7, 2026 at 11:37 pm, by davin
US ADP Employment Change 4-week average rose to 26K on March 14, up 16K from 10K.
On March 14, the US ADP employment change four-week average rose to 26K from 10K
Written on April 7, 2026 at 11:23 pm, by davin
US ADP employment change 4-week average climbed to 26K on March 14, up 16K from 10K.
Societe Generale’s Kit Juckes relays Brooks: dollar appears overvalued; ceasefire could trigger sharp falls, reversing haven flows
Written on April 7, 2026 at 11:08 pm, by davin
Brooks sees dollar overvalued versus rate spreads; ceasefire could spark oil drop, Fed cuts, USD decline.
Bob Savage says AUD and NZD increasingly diverge as investors prefer real-asset supported currencies amid policy risks
Written on April 7, 2026 at 11:07 pm, by davin
Savage sees NZD lag AUD as real-asset currencies win flows; energy costs and rates weigh afterward.
Societe Generale says the Dollar appears overvalued; dovish Fed and ceasefire could trigger sharp declines
Written on April 7, 2026 at 10:54 pm, by davin
Brooks says dollar overvalued; ceasefire could drop oil and USD; Fed steady, ECB hiking; USD range-bound.
Bob Savage says AUD and NZD are splitting as investors prefer currencies supported by tangible assets
Written on April 7, 2026 at 10:53 pm, by davin
BNY’s Bob Savage sees NZD-AUD flows diverging: AUD favoured, NZD lacking support amid policy doubts.
After weak Eurozone and UK services figures, the euro fell for a second day, nearing 0.8700 versus sterling
Written on April 7, 2026 at 10:37 pm, by davin
Euro dips versus Pound as Eurozone services barely expand; UK services weaken amid Iran war uncertainty.
