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 […]
Dollar Won on Strong Economic Data, Might Decouple from Risk Sentiment for a While
With the help from strong economic data, Dollar struck back to end as the strongest […]
Week Ahead: Continued NFP and Central Bank Fallout, RBA, and Earnings
After a ruckus week, which included US NFP and rate hikes from the Fed, BoE, […]
Forex Friday: Dollar, Pound and Gold
Welcome to another edition of Forex Friday, a weekly report in which we discuss selected […]
Weekly Economic & Financial Commentary: FOMC’s Job Not Yet Done
Summary United States: Jobs Day Fireworks to Start 2023 During January, payrolls jumped by 517K, […]
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, […]
Weekly Focus – Central Banks Send Softer Signal, Intentionally or Not
The US Federal Reserve, the European Central Bank and the Bank of England all announced […]
ECB Simkus and Kazimir: Mar rate hike is not the last
ECB Governing Council member Gediminas Šimkus said, “I see positive trends for inflation”. Headline inflation […]
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 […]
ECB Review – Markets Conclude ECB is Close to Being Done
ECB Review – Markets Conclude ECB is Close to Being Done The ECB hiked policy […]
ECB Wunsch: If core inflation remains persistent, terminal rate of 3.5% would be a minimum
ECB Governing Council member Pierre Wunsch said, “I don’t think we’re going to move from […]