Weekly Economic & Financial Commentary: Consumer in the Spotlight
Summary United States: Consumer in the Spotlight The personal income and spending data this week […]
Week Ahead – NFP on Tap Amid Bets of Another Bold Fed Rate Cut
Investors see decent chance of another 50bps cut in November Fed speakers, ISM PMIs and […]
Weekly Focus – China Makes a Big Push to Turn the Economy
The big news this week was the barrage of new stimulus measures from China. At an […]
A Rising Tide Lifts All Boats
Markets A rising tide lifts all boats. Or in this case, a rising Chinese stock […]
Saudi Throws in the Towel
The S&P 500 printed its 42nd record high this year yesterday on the back of […]
Cliff Notes: China Delivers
Key insights from the week that was. Following last week’s monetary policy announcements by the […]
Waiting on Speech by Fed Powell With Second Tier US Data
Markets Core bond yields grinded higher yesterday in a news-poor trading session. With the move […]
Riksbank to Deliver 25bp Cut Today
In focus today The most important event today will be the Riksbank’s rate decision at […]
Equities Extend Rally on China Stimulus, Fed Cut Bets
Let’s continue to count. 41. The S&P500 celebrated its 41st record high yesterday. Even though […]
PBoC cuts RRR and repo rate
In a follow-up to Governor Pan Gongsheng’s earlier remarks this week, the People’s Bank of […]