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fiscal support
Articles related to fiscal support
Eurozone PMIs in Focus: German Recovery vs French Weakness to Drive Rates
Consensus for PMI numbers sees a continued growth recovery in the eurozone supporting a drift higher in euro rates. A disappointment in French PMIs, however, could be a trigger for wider French government bond spreads, which we think are still on the tight side. A further recovery of German PMIs would help maintain the current positive market sentiment
USD: Deepening Equity Market Sell-Off Could Trigger Pick-Up in FX Volatility
The major FX rates have remained relatively stable at the start of this week in contrast to the deepening sell-off in the equity markets. One of the biggest movers yesterday was the Nasdaq composite index which fell sharply by 4.0% and extended its decline since the high in December to almost 14%.
Goldman Sachs Outlook on EUR/USD: Trade Tensions, Ceasefire Optimism, and Tariff Risks
While simmering trade tensions have been a key driver of FX markets this year, optimism about a potential ceasefire deal in Ukraine and stronger fiscal support, especially from defense spending, have also raised the prospects of a better outcome for European growth.
FX Weekly Update: Anticipating Central Bankers' Impact on Resilient Markets
2024 Economic Outlook: Unpacking the ECB Hike Cycle and Its Implications
Consumer Spending Strength, Sustainability Concerns, and Excess Savings
Fiscal Support and Worker Power: Shaping the Economic Landscape
Food Prices: Climate Volatility, Protectionism, and Fiscal Dynamics
