Good session for European and US equities, with the main indices rising up to 1%, led by the Nasdaq in the US and France's CAC40 in Europe despite the political crisis. In rates, treasuries closed flat after trading in the green for most of the day, while in Europe rates fell 2-6bps. On the commodities side, crude oil gained 1%, advancing along with agriculture and oil prices....

The week ended positively for U.S. and European equities, with Asian equities declining, with a 1.35% drop in Hong Kong's Hang Seng. In fixed income, rates rose slightly in the US and fell in Europe. In commodities, energy rose along with precious metals and agriculture, with base metals declining. The dollar depreciated 0.4% and the VIX fell to 15.35...

U.S. equity indices fell for the third day in a row, accompanied by a global rate hike of between 3-7bps. Commodities closed slightly higher in almost all commodities, with natural gas and wheat standing out. The dollar appreciated 0.7%, reaching its highest level of the month (DXY 98.5)...

Without much in terms of news or data, we saw a 3-4bps increase in Treasury yields after a flat session in Europe in terms of rates, accompanied by a slight drop in equity indices after advances in Asia and minor movements in Europe. In commodities, the day was very similar to yesterday's, with crude oil up 2% and small negative variations in most of the agricultural items...

As widely expected, the Fed restarted rate cuts with a -25bps (a defector who wanted 50bps), taking the benchmark rate to 4-4.25%, saying they expect more cuts in the remainder of the year, which was reflected in the dot plot pointing to -50bps between the two remaining 2025 meetings; initially treasuries.