AFS Morning Comments & Calendars

4 May 2022

AFS Morning Comment May 4 2022

In today’s FOMC preview we do not want to spend too much time on the meeting itself. We think it will be a straightforward affair (as we will summarize below). This Comment will be devoted…

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2 May 2022

UK ETS Market Outlook: 02/05/2022

The outlook for the UK ETS this week is neutral to bullish. May Day on Monday makes a short week, while gas fired electricity remains the predominant source of power, so we’ll get five days…

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EU ETS Market Outlook: 02/05/2022

This week’s outlook is neutral. Looking at fundamental drivers, with coal fired power in heavy use, continued demand for EUAs from the energy sector should keep prices supported. The passing of the compliance deadline for April…

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AFS Morning Comment May 2 2022

Meanwhile in markets, bond yields and Fed rate hike pricing have returned to their cyclical peaks ahead of Wednesday’s all-important FOMC meeting. Equities are looking even worse on the charts while commodities are still marching…

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28 April 2022

AFS Morning Comment April 28 2022

The long dollar trade seems to have become a one-way trade. Pretty much everything is weakening against the mighty old greenback. CHF, CNH, JPY, EUR, etc. Multi-year highs for the dollar everywhere. According to the…

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26 April 2022

AFS Morning Comment April 26 2022

In Today’s Comment we want to ask one simple question. With economic growth worries coming to the fore, is the peak in for global bond yields? to answer that question, we will do a quick…

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