http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/http://www.fxstreet.com/fundamental/http://mediaserver.fxstreet.com/images/fxstreet-provider-logo1-en.gif7http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/04/30/Highlights Global core bonds: up despite risk-on sentiment EUR/USD in wait and see mode ahead of ECB meeting Graph of the week Eurobor strip curve shifts lower and flattens since the end of January, but the move accelerated since early April, as expectations of rate cut rose sharply. Economic Data Review: The Good & The Bad US Good News Initial jobless claims In the week ending the 20th of April, US initial jobless claims dropped sharply to 339 000, while only a marginal decline wasTue, 30 Apr 2013 08:28:27 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/04/30/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/03/25/Highlights Global core bonds: resilient despite Cyprus EUR/USD extends gradual decline as Cyprus crisis weighs Graph of the week EUR/GBP: the key 08440 support is coming withi Review: The Good & The Bad US Good News Housing starts In February, US housing starts rose from an upwardly revised 910 000 to 917 000, close to the consensus estimate of 915 000. Building permits US building permits rose in February to their highest level in almost five years. Permits increased by 4.6% M/M to 946Mon, 25 Mar 2013 14:40:36 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/03/25/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/03/11/Highlights Global core bonds sell off Euro/USD decline slows, but trend remains intact Graph of the week USD/JPY finally clears the 95.00 mark. Review: The Good & The Bad US Good News Non-manufacturing ISM The US non-manufacturing ISM improved unexpectedly in February from 55.2 to 56.0, the highest level in one year. ADP employment report According to the ADP report, private sector employment rose by 198 000 in February, above the expected 170 000. Initial jobless claims US initial joblessMon, 11 Mar 2013 15:11:28 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/03/11/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/03/05/Highlights Core bonds thrive well, but riskier assets keep up for now Euro under (moderate) pressure after the Italian elections Graph of the week ASW spreads of Spanish and Italian 5-yr bond: Italian underperformance on the back of election result Review: The Good & The Bad US Good News Consumer confidence After weakening sharply in January, US conference board’s consumer confidence picked up in February, from 58.4 to 69.9, while a more limited increase was expected. Richmond fed index InTue, 05 Mar 2013 09:45:48 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/03/05/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/02/25/Highlights Rates: Eyes on Bernanke Periphery: Focus on Italy Sterling stays under pressure Graph of the week Economic Data Review: The Good & The Bad US Good News Building permits US building permits rose for a third straight month in January. Housing starts increased by 1.8% M/M to 925 000, slightly above the expected 920 000. Existing home sales US existing home sales edged unexpectedly up in January. Existing home sales increased slightly, by 0.4% M/M, while the consensus was lookingMon, 25 Feb 2013 14:29:39 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/02/25/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/02/12/Highlights Correction in choppy trading EUR/USD: correction, at last! Thanks to ECB president Draghi Graph of the week Irish yield curve (Wednesday close and today): yields 20 to 30 bps lower following deal on promissory note. Economic Data Review: The Good & The Bad US Good News Non-manufacturing ISM The US non-manufacturing ISM fell back slightly in January, from 55.7 to 55.2, but remains at decent levels, well above the LT average. Trade balance The US trade deficit narrowed sharply inTue, 12 Feb 2013 09:27:43 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/02/12/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/02/05/Highlights Core Bonds hit again EUR/USD: Global repositioning propels the euro to new ST highs Graph of the week EUR/USD: finally time for a correction? Cap Economic Data Review: The Good & The Bad US Good News Durable goods orders US durables increased in December for a fourth consecutive month (4.6% M/M), by more than twice the rate expected. Non-farm payrolls US non-farm payrolls rose by 157 000 in January, very close to expectations. The previous figures were however sharply upwardlyTue, 05 Feb 2013 09:25:16 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/02/05/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/01/29/Highlights Core bonds hit again Periphery: corrective action Graph of the week Eonia strip curve: shifts higher and steepens, also after LTRO repayments. Uncertainty will reign, as the pace of repayments is subject to wild guesses. Economic Data Review: The Good & The Bad US Good News Initial jobless claims In the week ending the 19th of January, initial jobless claims dropped unexpectedly, from 335 000 to 330 000, while a significant increase was expected. The Labour Department addedTue, 29 Jan 2013 09:20:24 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/01/29/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/01/22/Highlights Core Bonds trade volatile EUR/USD: Taking a breather after the post-Draghi rally Graph of the week Economic Data Review: The Good & The Bad US Good News Retail sales US retail sales rose further in December, by 0.5% M/M, while a more muted increase was expected as sales remained supported by the aftermath of Sandy. Industrial Production US industrial production rose by 0.3% M/M in December, in line with expectations. The breakdown was more encouraging as manufacturing productionTue, 22 Jan 2013 07:04:23 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/01/22/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/01/15/Highlights Core bonds on the skids Euro counters strong start of the US dollar Graph of the week Eonia strip curve: While strip curve was largely below zero after the December meeting, eonia curve shifter higher both before and after January ECB meeting. Economic Data Review: The Good & The Bad US Good News NFIB Small Business Optimism US small business confidence picked up unexpectedly in December. The headline index rose from 87.5 to 88.0 which was better than expected, but is still aTue, 15 Jan 2013 09:22:30 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2013/01/15/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/12/03/Highlights Core bonds make some gentle gains EUR/USD: remarkably strong Graph of the week EUR/USD: consolidation after the recent decline but MT picture remains negative. Economic Data Review: The Good & The Bad US Good News Consumer confidence US Conference Board’s consumer confidence extended its uptrend in November, rising to its highest level since early 2008. Consumer confidence rose from 73.1 to 73.7. Richmond Fed index The Richmond Fed manufacturing index showed a remarkable reboundMon, 03 Dec 2012 15:29:59 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/12/03/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/11/27/Highlights Core Bonds: remarkably resilient EUR/USD remarkably strong Graph of the week Key Data and Events next weekTue, 27 Nov 2012 09:09:41 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/11/27/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/11/19/Highlights Core bonds: Status quo all week long EUR/USD: decline slows, but picture remains fragile Graph of the week Key Data and Events next weekMon, 19 Nov 2012 13:41:06 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/11/19/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/11/13/Highlights Core bonds: return of risk aversion EUR/USD: Break below 1.2804 range bottom is hurting technical picture. Graph of the week German 10 yr yield fell below key support (1.41%; neckline double top), potentially opening the way for a move towards the all time low (1.12%) Key Data and Events next weekTue, 13 Nov 2012 11:16:29 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/11/13/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/11/06/Highlights Core bonds: return of event risk EUR/USD drops below the 1.2804 range bottom Graph of the week Key Data and Events next weekTue, 06 Nov 2012 09:24:35 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/11/06/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/10/23/Highlights Core Bonds hit by risk-on wave EUR/USD: well bid, but no break beyond 1.3169 range top Graph of the week Spanish 10-yr yield fell below important support last week. An official aid request is however likely needed for a further rally. Key Data and Events next weekTue, 23 Oct 2012 05:32:53 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/10/23/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/10/16/Highlights Bonds wait for new info EUR/USD: basically going nowhere (yet) Graph of the week Key Data and Events next weekTue, 16 Oct 2012 05:24:26 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/10/16/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/10/08/Highlights Bonds hit by profit taking EUR/USD is building a base, but no clear new uptrend (yet) Graph of the week Key Data and Events next weekMon, 08 Oct 2012 14:19:04 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/10/08/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/10/02/Highlights Bunds correct higher for second week Euro correction to slow? Graph of the week Key Data and Events next weekTue, 02 Oct 2012 08:44:41 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/10/02/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/09/25/Highlights Bonds take a breather The week after… Graph of the week Key Data and Events next weekTue, 25 Sep 2012 08:11:17 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/09/25/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/09/18/Highlights Fed strikes again QE3 hammers the dollar. Euro enjoys risk-on rally. Graph of the week Key Data and Events next weekTue, 18 Sep 2012 13:49:20 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/09/18/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/09/11/Highlights Fixed Income: ECB causes sharp correction EUR/USD breaks higher on ECB bond buying plan and global dollar weakness Graph of the week Key Data and Events next week    Tue, 11 Sep 2012 08:14:42 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/09/11/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/09/04/Highlights Fixed Income: Much ado about nothing Periphery: eyes on the ECB Graph of the week Key Data and Events next weekTue, 04 Sep 2012 08:09:29 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/09/04/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/08/28/Highlights Fixed Income: correction on pause of risk-on rally EUR/USD rebounds on market hopes for bold action from the Fed and the ECB Graph of the week Key Data and Events next weekTue, 28 Aug 2012 10:17:24 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/08/28/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/07/23/Highlights Global core bonds gain more ground EUR/USD breather short-lived. 1.1877 low is coming on the radar Graph of the week Spain yield curve (Thursday eve versus today 14H CET) Sharp bear flattening suggests investors are fast losing faith in Spain’s ability to turn its fortunes. Key Data and Events next weekMon, 23 Jul 2012 14:08:31 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/07/23/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/07/17/Highlights Global core bonds gain more ground Periphery: Hunt for yield continues EUR/USD remains on a downward path. Break below 1.2288 confirmed Graph of the week Key Data and Events next weekTue, 17 Jul 2012 05:33:46 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/07/17/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/07/10/Highlights Global core bonds again upwardly oriented EUR/USD sets new 2012 low as ECB policy decision adds to uncertainty Graph of the week Key Data and Events next weekTue, 10 Jul 2012 08:34:42 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/07/10/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/07/03/Highlights Global core bonds only little affected by EMU Summit Euro recording nice gain after the EU summit, but no test of the key 1.2824 area Graph of the week Key Data and Events next weekTue, 03 Jul 2012 07:21:30 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/07/03/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/06/25/Highlights Fixed Income: all eyes on the EU Summit Euro drifting lower as uncertainty weighs in the run-up to the EU Summit Graph of the week Key Data and Events next weekMon, 25 Jun 2012 14:03:37 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/06/25/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/06/19/Highlights Global core bonds part ways EUR/USD fails to extend rebound after EU friendly outcome of Greek elections Graph of the week Key Data and Events next weekTue, 19 Jun 2012 08:17:32 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/06/19/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/06/12/Highlights Global core bonds retreat EUR/USD rebounds at the start of a week that is supposed to be crucial for its future Graph of the week Key Data and Events next weekTue, 12 Jun 2012 10:09:26 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/06/12/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/05/21/Highlights Fixed income: another week, another record high Euro nearing the 1.2624 year low as EMU debt crisis deepens Graph of the week Key Data and Events next weekMon, 21 May 2012 14:53:47 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/05/21/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/05/15/Highlights Periphery: Grexit talk Euro extending downtrend as Grexit is no longer taboo Graph of the week Key Data and Events next weekTue, 15 May 2012 09:25:11 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/05/15/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/03/21/Highlights Core bonds are heavily sold FOMC takes no new measures Dollar rebound looking for additional fuel Graph of the week Key Data and Events next weekWed, 21 Mar 2012 07:08:13 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/03/21/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/03/07/Highlights German bonds profit from LTRO Periphery: LTRO-driven rally Dollar well-supported even as sentiment on risk remains constructive Graph of the week Key Data and Events next weekWed, 07 Mar 2012 05:19:30 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/03/07/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/02/28/Highlights Global bonds: important week ahead Greece secures 2nd package EUR/USD and USD/JPY in good shape Graph of the week Key Data and Events next weekTue, 28 Feb 2012 05:51:29 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/02/28/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/02/14/Highlights Global bonds in correction mode Greece prevents further euro gains Graph of the week Key Data and Events next weekTue, 14 Feb 2012 13:40:54 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/02/14/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/02/07/Highlights Global core bonds hammered by US payrolls Euro rebound runs into resistance Dollar tries a comeback despite soft Fed speak Graph of the week Key Data and Events next weekTue, 07 Feb 2012 07:44:00 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/02/07/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/01/17/Highlights Mountain of available cash put to work S&P downgrade blocks euro short-squeeze, but key 1.2588 support holds for now Graph of the week Key Data and Events next weekTue, 17 Jan 2012 10:00:10 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/01/17/http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/01/10/Highlights Global bonds take cautious start No rebound of the single currency after the end of year sell-off Graph of the week Key Data and Events next weekTue, 10 Jan 2012 13:04:08 GMThttp://www.fxstreet.com/fundamental/analysis-reports/piet.lammens@kbc.be (KBC Bank)http://www.fxstreet.com/fundamental/analysis-reports/the-market-pulse/2012/01/10/