Equities fell by up to 1.5% in Asia, rose by an average of 1% in Europe, and ended with slight declines in the US, in a session without any major news. Treasuries gained in the morning but gave up their gains to end essentially flat, while in Europe bonds...

Outperformance marked the Dow (+1.3%) over the Nasdaq (-0.36%) today in a shift from tech to value following a disappointing quarterly report from Oracle, following gains in Europe and declines in income...

Yields continue to rise in the US and Europe, seeing an increase of 4bps across the Treasury curve and in the main European IG countries (except France), reaching 4.8% on the 30-year, the highest level in three months, despite expectations of a cut by the Fed on Wednesday. Equities end with modest gains in the US and Asia.

Treasuries fell alongside European sovereign bonds, with yields rising 4bps in the US and 3bps in Europe, against a slight decrease in the probability of a Fed rate cut next week to 93%. In equities, Asia and Europe rose, while US value stocks lagged behind and the S&P and Nasdaq rose at the end of the day after trading in the red for most of the day, in a session of...

American industrial production was in line with expectations, with slight growth of 0.1% for the month, in what was a positive session for most assets globally, although prices remain stable. In equities, the Dow led the American indices, rising almost 1%, while...

Trump said he had a "very good" conversation with Xi, and said he will visit China, leading to a risk-on wave in Chinese and U.S. assets, gaining 2.7% on the Nasdaq and 1.55% on the S&P500 in what will be a short market week because of the U.S. Thanksgiving holiday on Thursday. Treasuries rose across the curve...

Significant declines in investment grade fixed income marked the beginning of December, with yields rising by 5-7bps in Europe and up to 9bps on the Treasury curve, although rate futures continue to price in a 25bps cut in the Fed Funds Rate next Wednesday by the Fed. Equities...

U.S. stocks advanced in light trading after a technical glitch at the Chicago Mercantile Exchange (CME) disrupted premarket activity. Bonds fell slightly.

The positive tone continues in the markets, with equities rising globally, led today by "value," with the Dow Jones up more than 1.3%, accompanied by a rise in global fixed income, with yields on both Treasuries and European sovereign bonds falling 3-5bps as...