Morning Notes & Comment

AFS publishes a daily markets and macro commentary called the Morning Comment. The note alternates between overnight/day ahead commentary and more in-depth research. The note is focussed primarily on Eurozone and US markets and macro, but we also cover European politics, the Chinese economy and global growth. Recurring themes are ECB and Fed comments and forecasts, but we also touch on most other major central banks. We provide daily original research in the comment, but we also do not hesitate to link to insights from other sources that we believe are relevant to our clients.