Weekly Economic & Financial Commentary: Fed Rate Cuts Back on the Table?
Summary United States: Let’s Wait and See There was no shortage of economic data this […]
Chinese Data Showed a Mixed, Rather Unconvincing Picture
Markets Triggered by Fed chair Powell ruling out a hike, then reinforced by sub-consensus payrolls […]
The Elephant in the Room
All major US indices advanced to fresh ATH yesterday; the S&P500 and Nasdaq 100 traded […]
Selling Pressure Shifts to Yen and Swiss Franc, Dollar Recovers on Fed’s Hawkish Remarks
Yen’s selloff resumed after brief recovery yesterday and continued to weaken throughout Asian session. Markets […]
Cliff Notes: Short-Term Risks and Long-Term Opportunity
Key insights from the week that was. On Budget 2024-25, our bulletin and conversation with […]
PPI Data Didn’t Feel ‘Right’
Yesterday was one of those days when investors insisted on seeing a glass that was […]
Will Today’s CPI Echo the PPI Print?
In focus today In the US, the focus will be on April CPI. We forecast […]
Can Gold Climb to a New Record High?
Gold pulls back after hitting record high near $2430 Retreat remains short-lived as geopolitical risks […]
Yen and Dollar Face Fresh Selling Pressure in Quiet Market
Fresh selling is seen in Yen and Dollar in early US session, as the markets […]
China launches ultra-long bond sale
China’s Ministry of Finance announced it will commence the sale of the first batch of […]
Mixed signals in China’s economic data: Industrial production surges, retail sales lag
China’s economic data for April revealed a mixed picture, with industrial production rising by 6.7% […]