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USDJPY TECHS

Cracks 131.00

STIR FUTURES

Fed Hike Expectations Firm Despite GDP/PCE Miss

US TSYS

​Inflation Breakevens Move Higher​

US EURODLR OPTIONS

Late Midcurve Spds

EURGBP TECHS

Pullback Considered Corrective

EUROPEAN DATA

Broadly Balanced Risk To Eurozone CPI Print

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  • According to the latest BoA Global Fund Manager Survey, investors remain extremely bullish on tech stocks, which have been among the biggest post-Covid winners.
  • In the past 18 months, the significant increase in global liquidity has been one of the main drivers of the spectacular recovery in global equities, and especially the US growth stocks.
  • However, momentum on risky assets could start to fade as Fed starts to tighten its policy.
  • Investors are now pricing up to 4 rate hikes for this year.
  • We saw that the Nasdaq Composite broke below its 200DMA support this week, leaving the index vulnerable in the short run.
  • Even though monetary policy still remains accommodative globally, the deceleration of liquidity combined with rate hikes could result in greater volatility this year.

MNI London Bureau | +44 203-865-3850 | yvan.berthoux@marketnews.com
MNI London Bureau | +44 203-865-3850 | yvan.berthoux@marketnews.com

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