Calling a Spade, a Spade
I sense that the first quarter of this year will be marked by the realization […]
Trump Wins Iowa Caucus
In focus today Today, focus is on German ZEW data for January and final inflation […]
Could the Market Price in an ECB Rate Cut in March?
Data have to turn quickly negative for the March gathering to become live Market assigns […]
Euro Drifting Ahead of German CPI
The euro is showing limited movement on Monday. In the European session, EUR/USD is trading […]
ECB’s Nagel signals caution, rate cuts possible after summer break
In an interview with Bloomberg TV, ECB Governing Council member and Bundesbank President Joachim Nagel […]
Tranquil Opening to a Data-Heavy Week: Major Data from US, UK, Japan Featured
The forex markets commenced the week on a relatively quiet note, despite generally positive risk […]
ECB’s Lane: Wage increases as determinants for rate cut timing and extent
In an interview with Corriere della Sera, ECB Chief Economist Philip Lane acknowledged that the […]
Market Continues to Price in Aggressive Rate Cuts for 2024
The 2024 market theme remains for several rate cuts from most central banks Fed is […]
Global Implications of a Soft U.S. Landing
Summary The continued resilience in U.S. activity has prompted a significant shift in our outlook […]
Rising (US) Yields Should Provide a Bottom for Dollar
Markets ECB’s Schnabel triggered some unexpected market action yesterday. The German board member lived up […]
ECB’s de Cos warns of policy transmission strength and economic uncertainty
ECB Governing Council member Pablo Hernandez de Cos highlighted the surprising strength of monetary policy […]
ECB’s Holzmann cautions against premature rate cuts amid uncertainty
During the World Economic Forum in Davos, ECB Governing Council member Robert Holzmann expressed skepticism […]