About: davin
Recent Posts by davin
ECB lifts rates 25bp as Lagarde flags downside growth risks, backing euro and hedging plays
ECB hikes 25bp; Lagarde flags downside growth risks and upside inflation risks, favoring defensive equities, euro, volatility.
Russia’s central bank reserves hit record $749.7bn, underpinning rouble and buoying oil sentiment
Russia’s reserves hit a record $749.7bn, supporting a stronger ruble, firm oil outlook, and tighter credit spreads.
Russia’s trade surplus narrows to $11.4bn in April, raising pressure on the rouble amid softer oil prices
Russia’s trade surplus narrowed to $11.431bn in April, signaling weaker inflows, pressuring ruble amid oil softness.
ECB raises rates as conflict and energy shock cloud outlook, leaving euro volatility in focus
ECB hikes 25bp as growth weakens; energy shock lifts inflation outlook, driving euro volatility and hedged equity strategies.
ING: China import slump and US inventory-led exports temper oil, but SPR end may tighten market
ING warns oil price softness is temporary: China imports down, US exports draw inventories; SPR releases ending tighten.
