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Francesco Pesole

ING Think
  • Analysis & Comment

Francesco Pesole's Comment & Analysis
A complete archive of Francesco Pesole's articles, including current analysis & comment - Page 6

The modest rebound in US equities yesterday shows markets remain jittery despite China tariff exemptions. The US dollar has failed to rebound despite a recovery in Treasuries; we doubt the confidence...
The US dollar and treasuries are acting as high-beta assets to risk sentiment and remain highly vulnerable to further selloffs. Even if the dollar bounces on any hint of positive news on trade now,...
The 'sell America' scenario is becoming tangible again, as Treasuries and US equities are under pressure. That can be a very toxic combination for the US dollar. Markets are clearly punishing US...
Sentiment is rebounding, perhaps on the view that Trump may focus protectionism on China and speed up trade deals elsewhere. Markets may be erring on the optimistic side though, and we’d be cautious...
High-beta currencies have rallied overnight, perhaps indicating that the US will opt for a flat rate over country-specific tariffs, which could be seen as slightly more lenient. But it’s also been...
The US dollar started the week on the front foot thanks to some defensive positioning ahead of tomorrow’s tariff announcement. Barring data disappointment (JOLTS and ISM manufacturing), there is a...
The US dollar has traded on the soft side ahead of Wednesday's 'liberation day', when universal tariffs are due to be announced by the US. We think some stabilisation in the data is needed for a...
Norway's surprise spike in core and headline inflation in February suggests Norges Bank may keep rates on hold despite previously signalling that a cut was likely at the 27 March meeting. Market...
US consumer confidence data is released today and is anticipated to show further deterioration. We are slightly more pessimistic than consensus expecting 93.0, and we mostly see downside risks for...
There is no clear catalyst for dollar strength towards the end of this week, but the pause in rotation from US to European equities and some caution ahead of the 2 April tariff event are probably...