Hawkish Market Surprises from Norges Bank and Bank of England
In focus today In the euro area September consumer confidence is due for release. Consumer […]
USD Easing Ahead of Fed Rate Decision
In focus today We receive the German ZEW data for September today. The assessment of […]
ECB’s Kazaks: Rate cuts not over, could fall to 2.5% by mid-2025
ECB Governing Council member Martins Kazaks indicated that after two rate cuts this year, “this […]
Dollar Weakens as Traders Boost Bets on 50bps Fed Cut
Traders continue to ramp up bets on a 50bps rate cut by Fed this Wednesday, […]
ECB’s Lane expects rapid inflation decline by 2025
ECB Chief Economist Philip Lane provided insight into the central bank’s inflation expectations in a […]
ECB’s Kazimir: December almost surely the decision point for next rate cut
ECB Governing Council member Peter Kazimir expressed his cautious stance regarding future rate cuts, noting […]
Market Positioning Driven by Considerations on What Could/Should Be Appropriate Fed Tactics
Markets (US) eco data on Friday were few and mostly second tier. US August import […]
Rumors Eclipse Data in Market Sentiment, Dollar Braces for Downside Risk
The financial markets have been more influenced by speculations than by concrete economic data, as […]
Weekly Economic & Financial Commentary: Let the Easing Begin
Summary United States: Firmer Inflation Tilts the Scales Toward 25 The core Consumer Price Index […]
Weekly Focus – Enter Fed Cutting Cycle
Markets started off the week lingering at the fear of recession after the August US […]
Euro Rises After ECB Cuts Interest Rates
The euro has extended its gains on Friday. EUR/USD is trading at 1.1091 in the […]
ECB’s Schnabel: Sticky services inflation persists, wage growth expected to ease
In a speech today, ECB Executive Board member Isabel Schnabel noted the ongoing challenge of […]