UKRAINE: Zelenskyy Meets w/Trump Ahead Of Davos Speech

Jan-22 12:30

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Dec-23 12:18

In the FI space, Bund futures remain in a clear downtrend and Monday’s fresh cycle low reinforces this condition. The move lower confirms a resumption of the downtrend Short-term gains for now appear corrective. Initial firm resistance is seen at 127.91, the 20-day EMA. A break of this average would signal the start of a stronger correction. For bears, a resumption of the downtrend would open 126.53, the Mar 11 low (cont.).
Recent price action in Gilt futures highlights 90.50, the Dec 16 low, and 91.93, the Nov 27 high, as two important short-term directional triggers. A clear breach of support at 90.50 would signal scope for a deeper retracement towards 89.86, the Nov 19 low and a bear trigger. For bulls, a stronger resumption of gains and a breach of 91.93, would instead signal scope for a climb towards resistance at 92.55, the Nov 11 high.

Dec-23 12:18

Bank of Spain has published its quarterly report on the Spanish economy including updated macro projections here.
The CPI view of 2.7% in 2025, 2.1% in 2026 and 1.9% in 2027 represent revisions of +0.2pp, +0.4pp, and -0.5pp, respectively. 2025/26 Revisions come "due to the incorporation into the central scenario of recent inflationary dynamics (higher than expected in September), the evolution of collective bargaining and the new macroeconomic scenario", while the lower view on 2027 comes on the back of the EU ETS2 delay.
GDP is meanwhile seen at 2.9% in 2025, 2.2% in 2026 and 1.9% in 2027, upward revisions of 0.3pp, 0.4pp and 0.2pp, respectively. Despite the upward revisions, this means BoS sees the Spanish economy to narrow down on its current firm positive output gap.
On risks: "Taking into account the different approaches used to assess the uncertainty surrounding the central scenario, the risks to activity appear to be balanced in the short term and slightly on the downside in the medium term, while the risks to inflation are tilted to the upside over the entire projection horizon. In particular, the uncertainty surrounding the evolution of wages and corporate margins could materialise in an alternative scenario characterised by higher inflation and lower GDP growth"

Dec-23 12:08

EM CEEMEA CREDIT: MHP SE: $450mn 3.5Y - FV

POLITICAL RISK: Witkoff, Kushner To Meet Putin Thursday

MNI NORGES WATCH: Holds In Jan, Still In No Hurry To Cut

Jan-22 10:35

MNI INTERVIEW: GBP6 Bn UK Budget Gap Without School Reform

Jan-22 10:32

MNI INTERVIEW: NBH Could Hold Rates Beyond Jan - Ex-Gov Simor

Jan-22 09:26