What Do Higher US Interest Rates Mean for the Risk-Linked Currencies?
With expectations about the Fed’s future course of action changing radically lately, the commodity-linked or […]
The Week Ahead: ECB Meeting and US Inflation in the Spotlight
Central bank watchers should be pleased with incoming data for the week of March 13th, […]
Week Ahead – ECB Playing Catch-Up
US The labor market is still strong but is showing signs it is ready to […]
Week Ahead – US Inflation, ECB Decision to Test Markets’ Nerve
The US inflation report and the European Central Bank’s policy meeting will share the limelight […]
Weekly Focus – Hawkish Powell Opens for Possibility of a 50bp Hike
The biggest market mover this week was Fed Governor Jerome Powell’s hawkish testimony in the […]
Cliff Notes: A Diverging Economic and Policy Outlook
Key insights from the week that was. With the domestic and international data calendar light, […]
Chinese Deflation as Good News
China’s consumer price growth fell to 1.0% y/y, a sharp slowdown from 2.1% y/y and […]
Fed Chair to Reiterate Rates be Raised At Least In Line With December Dots.
Markets There was every reason to expect a calm session yesterday with Friday’s correction/consolidation on […]
All Eyes on Powell
The week started with worries that China setting its growth target to 5%, a meagre […]
ECB and Fed Speakers Maintained ‘Higher for Longer Mantra’
Markets On Friday, US and European yields envisaged an end of week countermove. The correction […]
China exports and imports continued to contract, but trade with Russia surged
Latest trade data from China showed that both exports and imports continued to declined in […]