Hawkish RBA Still Heading Higher
Summary The Australian dollar has been a solid performer in recent months and is up […]
US-China Relations Turn Sour Again
After a period of some improvement in US-China relations since the Xi-Biden meeting in November, […]
Market Dynamics Change at the Wake of the Monstrous NFP Beat
US NFP printed 517’000 last Friday. More than half a million. It’s a monstrous gap […]
Red Hot US Labour Market Report
Market movers today After a very busy week, this week should be much slower, at […]
Week Ahead – Nearing the End of Rate Hikes?
US Now that Wall Street has had enough time to process the dovish FOMC decision […]
Week Ahead – RBA Next to Hike, UK Might Avoid a Recession (For Now)
After the past week’s central bank bonanza, things will quieten down in the coming days, […]
Cliff Notes: As Global Inflation Risks Recede, Market Expectations Build
Key insights from the week that was. This week, we received a set of downbeat […]
Tighter Monetary Policy – Lower Bond Yields
Market movers today While markets found Powell’s comments to be on the dovish side yesterday, […]
Will Easing Inflation and Slower Wages Get the Fed Closer to Pause?
Weak economic data ran to the rescue of the equity bulls on Tuesday. The Federal […]
Euro Area Inflation Data as an Appetizer Ahead of FOMC Tonight
Market movers today The main event today will be the FOMC meeting. Anything but a […]
China PMI composite rose to 51.1, services a boom and manufacturing a drag
China Caixin PMI Services rose from 48.0 to 52.9 in January, first expansionary reading in […]