Weekly Economic & Financial Commentary: The Outlook for Longer-Term Interest Rates
Summary United States: Jobs Up, Rate Cut Expectations Down Nonfarm payrolls blew past expectations in […]
Weekly Focus – Lower Inflation Clears Path for European Rate Cuts
This week saw a further escalation of the conflict in the Middle East, as Israel […]
Cliff Notes: Policy’s Impact Being Felt
Key insights from the week that was. In Australia, the week began with the Federal […]
Sterling Loses Ground Following BoE Bailey’s Interview by Guardian
Markets Core bonds reversed the safe-haven triggered gains of Tuesday. US yields rose by 3.7 […]
US ISM and Swiss Inflation on Today’s Menu
In focus today In the afternoon, US ISM Services index is due for release. While […]
EUR/USD Update – Euro Vulnerable on Rate Cut Bets and Safe Haven Flows
The Euro’s appeal has diminished due to expectations of ECB rate cuts, fueled by softer […]
ECB’s de Guindos cites weaker growth outlook, expects recovery to strengthen over time
In a speech today, ECB Vice President Luis de Guindos acknowledged that Eurozone growth was […]
We Continue to Err on the Side of Another 50 bps Fed Rate Cut
Markets German Bunds outperformed US Treasuries yesterday. German yields closed 4.8 bps (2-yr) to 9.8 […]
Risk Off Reins
First, the US east and gulf ports went on a strike on Tuesday, as expected. […]
Tensions Escalating in Middle East
In focus today In the US, ADP private sector employment growth will provide some early […]
ECB’s Kazaks: Recent data clearly points towards Oct rate cut
ECB Governing Council member Martins Kazaks indicated that recent data “clearly point in the direction […]
ECB’s hawk Schnabel turns attention from inflation to rising growth risks
ECB Executive Board member Isabel Schnabel, widely known for her hawkish stance, has shifted her […]