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 Guindos foresees slower disinflation and economic challenges in 2024
Luis de Guindos, Vice-President of ECB, in speech today, indicated that the “rapid pace of […]
Weak JPY Following Disappointing (But Outdated) November Labor Earnings Data
Markets Bond supply stood in the center of attention yesterday. Belgium and Italy kicked off […]
ECB’s Villeroy advocates for caution over haste or rigidity
ECB Governing Council member Francois Villeroy de Galhau, in an address to France’s financial sector […]
EUR/CHF on edge: Will Eurozone CPI trigger downside breakout?
Euro is currently trading weaker against its European peers and Dollar as market anticipates the […]
Could Euro Area CPIs Unsettle ECB Rate Cut Expectations?
New year starts with the December inflation report testing ECB’s hawkishness Market looks for a […]
ECB’s Holzmann cautions against expectations of 2024 rate cuts
ECB Governing Council member Robert Holzmann emphasized there should be no presumption of rate reductions […]
Forecast: What to Expect from the Euro and Dollar in 2024
Forecast: What to Expect from the Euro and Dollar in 2024 Traditionally, we publish currency […]
ECB’s de Guindos: Premature for rate cut discussions, emphasizes Europe’s growth challenge
In an interview with 20 Minutos, ECB Vice President Luis de Guindos emphasized that it […]
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 […]