Deutsche Bank's daily market update covers global equity and yield movements, with a primary focus on the upcoming US CPI release. It also examines FX trends driven by global growth and yield dynamics.
Key Takeaways
- 1.US equities rose and US 10yr yields increased, while oil prices fell despite weekly gains.
- 2.George Saravelos emphasizes yield as the primary driver for FX markets in 2026.
- 3.US CPI data for June is the key event for the upcoming week.
Table of Contents
- Oil down Friday as US pointed to 'talks' continuing; US CPI this week
- The week ahead from DB's global analysts
- The day ahead
- AMERICAS
- EUROPE
- ASIA
- Figure 1: Week Ahead Diary
- Appendix 1
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Authors
Phil Odonaghoe
Securities
S&P 500Brent CrudeBTP-Bund
Themes
Central Bank PolicyFX Carry TradeInflation Expectations
Regions
North AmericaEuropeAsia PacificUnited StatesGermanyJapan
