Cliff Notes: Dealing With Uncertainty
Key insights from the week that was. In Australia, the Q4 CPI printed modestly to […]
G10 Central Banks Start the Year in a Dovish Overall Mood
Summary It was a busy week for foreign central banks, with several institutions offering their […]
Fed Policy Meeting a Non-Event
Markets Yesterday’s Fed policy meeting was a non-event. The US central bank kept rates steady […]
ECB Takes the Stage After Trio Yesterday
In focus today At the ECB meeting today at 14:15 CET, another 25bp cut bringing […]
AI Race Heats Up
Three of the Magnificent 7 companies – and ASML – released their Q4 earnings yesterday […]
Mired in Uncertainty, Bank of Canada Cuts Again
The Bank of Canada cut its policy rate by 25 basis points as expected, but […]
USDCAD: BoC Rate Cut and US Tariff Threats Weaken Loonie
Fundamental Analysis: On January 29, 2025, the Bank of Canada (BoC) cut its interest rate […]
Bank of Canada Slows Pace of Rate Cuts, Highlights Downside Risks from Trade Tariffs
The Bank of Canada (BoC) slowed down the pace of rate cuts, with a 25 […]
BoC Poised to Cut Rates, Can. Dollar Edges Lower
The Canadian dollar is steady on Wednesday. In the European session, USD/CAD is trading at […]
Stuck Between a Rock and Trump
I was clearly not alone thinking that Monday’s AI selloff triggered by DeepSeek news was […]
Look Out for Three Musketeers – Riksbank, BoC and Fed
In focus today We expect the Federal Reserve to pause its cutting cycle tonight and […]