A Choppy Start
It’s been quite a choppy start to the trading week, with much of the focus […]
Post-CPI Market Reaction Calls an End to Very Strong Market Trends
Markets Last Thursday’s US October CPI release still dominates the debates. The relative small downward […]
Week Ahead – Moment of Truth
US After a round of soft inflation data triggered a buy-everything relief rally, Wall Street […]
Research US – Inflation Risks Are Not Over Yet
While markets have reacted very positively to the October CPI print, we continue to see […]
Week Ahead – Spotlight Turns to Pound and Non-US Data after Dollar Bruising
After another US inflation surprise, CPI data will be dominating the agenda in most other […]
Weekly Focus – Geopolitics Takes Centre Stage
The central bank ‘pivot’ narrative got a boost from US CPI inflation surprising on the […]
Weekly Economic & Financial Commentary:
Summary United States: October Prices Give Fed Ability to Slow Pace of Rate Hikes Relief […]
Cliff Notes: Conflicting Forces for Sentiment
Key insights from the week that was. This week delivered a very weak update for […]
Stocks Surge as Inflation Drops
US futures Dow futures +2.35% at 33270 S&P futures +3.6% at 3868 Nasdaq futures +4.2% […]
Hope Fades Ahead of CPI Data
We’re seeing some risk aversion in financial markets on Thursday as we await inflation data […]
Markets Will Have to Continue Their Countdown the Tomorrow’s US CPI Release
Markets Markets had to rely on their own internal dynamics/technical considerations yesterday given the empty […]
USD/CNH falling towards 7.000, but shouldn’t break there for long
Chinese Yuan surges today and hits the highest level against Dollar since early October. The […]