Sergey Ershov / Blog
The past week was marked by a partial strengthening of the US dollar and weaker demand for risk assets...
The past week was marked by a stronger US dollar. The American currency was supported by better-than-expected US macroeconomic data and rising US Treasury yields amid continuing expectations of a prolonged period of high Federal Reserve rates...
The second quarter of 2026 is being shaped by geopolitics in the Middle East, expectations for Fed and ECB interest rates, and high volatility in commodities...
The past week was driven by central bank decisions and key macroeconomic data, which set the main impulse for markets. The Fed kept rates unchanged, confirming its cautious position and the absence of any rush to ease policy...
The past week was influenced by data on consumer activity and business dynamics, which overall confirmed the resilience of the US economy without signs of a sharp slowdown...
The past week was influenced by inflation and macroeconomic data, which overall did not provide the market with new guidance...
The past week was influenced by inflation and production data, as well as changes in the geopolitical environment. The releases confirmed moderate economic activity and persistent inflation pressure, providing no clear signal for a shift toward a softer Federal Reserve policy...
The past week was driven by US labour market data and rising geopolitical tensions. The Nonfarm Payrolls report on April 03 confirmed the resilience of employment in the US...
The past week was driven by macroeconomic data from the US and the Eurozone. Preliminary PMI data released on March 24 showed moderate slowing of business activity in Europe and relatively stronger performance in the US, which supported the dollar...