calendar of market events - Beyond Bulls & Bears

Beyond Bulls & Bears

Equity

Notes from the Trading Desk – Europe

The next two weeks could be key for setting the tone into year end. There are several central bank meetings this week, including the Reserve Bank of Australia, Fed, Norges Bank and Bank of England. Wednesday’s Fed interest-rate decision and statement will likely be the key event of the week.

October 31, 2022

Equity

Notes from the Trading Desk – Europe

Despite the strength in the market overall, a number of headwinds persist for European corporates, and one area of focus is the Rhine river water level, which continues to drop. This could have the potential to restrict the transportation of goods through central Europe, at a time when the continent is already suffering the worst energy crisis in decades.

August 15, 2022

Equity

Notes from the Trading Desk – Europe

It is well known that the pain from the gas price moves is significant, particularly for Germany and Italy. The Italian government has said it is reviewing options, including reopening shuttered coal plants. In Germany, the government is reported to be considering delaying the phasing out of nuclear power.

February 28, 2022

Equity

Notes from the Trading Desk – Europe

It’s been a tough start to the week for European equities as they catch up with the US move lower on Friday. Looking ahead, all eyes will be on the Fed meeting on Wednesday and a number of bellwether corporate earnings reports in the United States.

January 24, 2022

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