US jobs data to take centre stage

Markets are being driven by developments in bond markets on both sides of the Atlantic. In Europe, concerns over French public finances weigh on sentiment, while in the US, inflation worries and a well-received Treasury auction triggered sharp moves in yields. Other topics includ ...  Show more

The S&P 500 and Nasdaq closed at record highs in a broad-based rally, while lower bond yields and oil prices supported European equities. Overnight, renewed Middle East tensions pushed oil prices higher and weighed on Asian markets. Dario Messi, Head of Fixed Income Research, not ...  Show more

Our CIO and Chief US Equity Strategist explains why there’s pressure for the August jobs report to come in strong -- and what may happen to the market if it doesn’t. 

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Welcome to Thoughts on the Market. I'm Mike Wils ...

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ...  Show more

Send us Fan MailWith investors flirting with the idea of one final Fed rate increase this summer and the dollar making a comeback, there will be increased emphasis on the next round of US employment data on Friday. Debt ceiling negotiations will also be front and center as the cl ...  Show more

When announcing interest rate cuts earlier this month, Federal Reserve Chair Jerome Powell expressed concerns about the labor market, following major downward revisions to job growth data. But is the US Employment picture as bleak as the Fed sees it? Markets get a clearer view on ...  Show more